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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 373k 51.50

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
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Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
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NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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

Bank of America Corporation
Ameritas Advisory Services
Bleakley Financial Group
Sawtooth Asset Management
Simplicity Wealth
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
Bank of Nova Scotia
Pasadena Private Wealth
Beacon Pointe Advisors
Kelman-Lazarov
Archvest Wealth Advisors
Lutz Financial Services
UBS Group

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