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PIMCO 1-5 Year US TIPS Index Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $887k 16k 54.18
2025-06-30 $881k 16k 53.81
2025-03-31 $1.0M 19k 54.02
2024-12-31 $1.0M 19k 52.30
2024-09-30 $1.1M 20k 52.82
2024-06-30 $1.1M 21k 51.64
2024-03-31 $1.1M 21k 51.50
2023-12-31 $3.1M 60k 51.15
2023-09-30 $3.1M 63k 50.09
2023-06-30 $3.3M 66k 50.30
2023-03-31 $5.0M 98k 51.04
2022-12-31 $5.6M 112k 49.87
2022-09-30 $5.2M 105k 49.41
2022-06-30 $5.3M 102k 52.29
2022-03-31 $1.7M 31k 54.49
2021-12-31 $1.9M 35k 55.18
2021-09-30 $1.3M 25k 54.86
2021-03-31 $1.3M 23k 54.84
2020-09-30 $1.2M 22k 53.92
2020-06-30 $1.2M 23k 53.20
2020-03-31 $1.2M 23k 51.70
2019-12-31 $1.4M 26k 52.34
2019-09-30 $1.4M 26k 52.42
2019-06-30 $1.4M 26k 52.60
2019-03-31 $1.4M 27k 51.68
2018-12-31 $1.4M 27k 50.82
2018-06-30 $60k 1.2k 52.17
2018-03-31 $175k 3.4k 51.91
2017-12-31 $175k 3.4k 51.91

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View all positions for Steward Partners Investment Advisory

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