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PIMCO 1-5 Year US TIPS Index Fund shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in PIMCO 1-5 Year US TIPS Index Fund

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All positions including PIMCO 1-5 Year US TIPS Index Fund held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 33k 54.18
2025-06-30 $1.8M 34k 53.81
2024-12-31 $1.6M 31k 52.30
2024-09-30 $1.4M 27k 52.82
2024-06-30 $1.3M 25k 51.64
2024-03-31 $1.2M 24k 51.50
2023-12-31 $1.1M 22k 51.15

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View all positions for Lantern Wealth Advisors

Top funds holding PIMCO 1-5 Year US TIPS Index Fund

Morgan Stanley
Bank of Nova Scotia
Bleakley Financial Group
Wells Fargo & Company
Eagle Strategies
Tiaa Trust, National Association
LPL Financial
3EDGE Asset Management
Kelman-Lazarov
Royal Bank of Canada
Advisor Group Holdings
Great Valley Advisor Group
IHT Wealth Management
Goldman Sachs Group
Arbor Investment Advisors

View all funds holding PIMCO 1-5 Year US TIPS Index Fund