Summit Financial »

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

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

Historical chart of Summit Financial 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 21k 52.82

More positions owned by Summit Financial

Vanguard Tsm Idx;etf Etf (VTI)
Vanguard Ftse Xus;etf Etf (VEU)
Vanguard Gro Idx;etf Etf (VUG)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Value Etf Etf (VTV)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
SPDR S&P 500 Etf (SPY)
Vanguard 500 Idx;etf Etf (VOO)
Amazon.com Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
Vanguard Sc V I;etf Etf (VBR)
Ishares:core S&p 500 Etf (IVV)
Meta Platforms Common Stock (META)
Vanguard Mc V I;etf Etf (VOE)

View all positions for Summit Financial

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

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

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