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PIMCO 1-5 Year US TIPS Index Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 49k 54.18
2025-06-30 $2.6M 48k 53.81
2025-03-31 $1.0M 19k 54.02
2024-12-31 $1.2M 22k 52.30
2024-09-30 $1.7M 32k 52.82
2024-06-30 $1.6M 32k 51.64
2024-03-31 $2.4M 47k 51.50
2023-12-31 $2.9M 56k 51.15
2023-09-30 $3.4M 67k 50.09
2023-06-30 $3.3M 66k 50.30
2023-03-31 $705k 14k 51.04
2022-12-31 $679k 14k 49.87
2022-09-30 $679k 14k 49.43
2022-06-30 $718k 14k 52.27
2022-03-31 $56k 1.0k 54.00
2021-12-31 $143k 2.6k 55.28
2021-09-30 $142k 2.6k 54.89
2021-06-30 $142k 2.6k 54.89
2021-03-31 $142k 2.6k 54.89
2020-12-31 $100k 1.8k 54.44
2020-09-30 $16k 300 53.33
2020-06-30 $120k 2.3k 53.33
2020-03-31 $127k 2.5k 51.84
2019-09-30 $128k 2.5k 52.24
2019-06-30 $182k 3.5k 52.75
2019-03-31 $178k 3.5k 51.59
2018-12-31 $194k 3.8k 50.85
2018-09-30 $242k 4.7k 51.33
2018-06-30 $244k 4.7k 51.75
2018-03-31 $162k 3.1k 52.01
2017-12-31 $320k 6.2k 51.99
2017-09-30 $248k 4.8k 52.16
2016-03-31 $4.0k 72 55.56

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View all positions for Captrust Financial 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