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

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $80k 1.5k 53.02
2020-03-31 $78k 1.5k 51.69
2019-12-31 $79k 1.5k 52.35
2019-09-30 $132k 2.5k 52.28
2019-06-30 $133k 2.5k 52.67
2019-03-31 $131k 2.5k 51.88
2018-12-31 $128k 2.5k 50.69
2018-09-30 $130k 2.5k 51.49
2018-06-30 $131k 2.5k 51.88
2018-03-31 $131k 2.5k 51.88
2017-12-31 $131k 2.5k 51.88

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Coca-Cola Company (KO)
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Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
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Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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