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PIMCO 1-5 Year US TIPS Index Fund shares owned by Marathon Strategic Advisors

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

Historical chart of Marathon Strategic 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 Marathon Strategic 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 Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $285k 5.4k 52.30
2024-09-30 $291k 5.5k 52.82
2024-06-30 $308k 6.0k 51.64
2024-03-31 $324k 6.3k 51.50
2023-12-31 $352k 6.9k 51.15

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

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

Bank of America Corporation
Ameritas Advisory Services
CWM
Bleakley Financial Group
Wells Fargo & Company
LPL Financial
Tiaa Trust, National Association
Royal Bank of Canada
Bank of Nova Scotia
Kelman-Lazarov
Beacon Pointe Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International
Lutz Financial Services

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