PIMCO 1-5 Year US TIPS Index Fund shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in PIMCO 1-5 Year US TIPS Index Fund
Tip: Access up to 7 years of quarterly data
All positions including PIMCO 1-5 Year US TIPS Index Fund held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $237k | 4.6k | 51.15 |
| 2023-09-30 | $250k | 5.0k | 50.09 |
| 2023-06-30 | $250k | 5.0k | 50.36 |
| 2023-03-31 | $252k | 4.9k | 51.00 |
| 2022-12-31 | $246k | 4.9k | 49.87 |
| 2022-09-30 | $252k | 5.1k | 49.39 |
| 2022-06-30 | $264k | 5.0k | 52.37 |
| 2022-03-31 | $271k | 5.0k | 54.56 |
| 2021-12-31 | $283k | 5.1k | 55.12 |
| 2021-09-30 | $281k | 5.1k | 54.84 |
| 2021-06-30 | $294k | 5.3k | 55.04 |
| 2021-03-31 | $291k | 5.3k | 54.88 |
| 2020-12-31 | $275k | 5.1k | 54.08 |
| 2020-09-30 | $304k | 5.6k | 53.87 |
| 2020-06-30 | $308k | 5.8k | 53.27 |
| 2020-03-31 | $300k | 5.8k | 51.80 |
| 2019-12-31 | $307k | 5.9k | 52.31 |
Top funds holding PIMCO 1-5 Year US TIPS Index Fund
View all funds holding PIMCO 1-5 Year US TIPS Index Fund