PIMCO 1-5 Year US TIPS Index Fund shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in PIMCO 1-5 Year US TIPS Index Fund
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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 362 | 54.18 |
| 2025-06-30 | $20k | 362 | 53.81 |
| 2020-03-31 | $497k | 9.5k | 52.40 |
| 2019-12-31 | $497k | 9.5k | 52.40 |
| 2019-09-30 | $589 | 11k | 0.05 |
| 2019-06-30 | $657k | 12k | 53.00 |
| 2019-03-31 | $880k | 17k | 52.00 |
| 2018-12-31 | $916k | 17k | 53.45 |
| 2018-09-30 | $880k | 17k | 51.35 |
| 2018-06-30 | $891k | 17k | 51.74 |
| 2018-03-31 | $1.0M | 20k | 51.97 |
| 2017-12-31 | $2.4M | 47k | 52.34 |
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