PIMCO 1-5 Year US TIPS Index Fund shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners 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 Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 8.5k | 54.18 |
| 2025-06-30 | $452k | 8.4k | 53.81 |
| 2025-03-31 | $400k | 7.4k | 54.02 |
| 2024-12-31 | $433k | 8.3k | 52.30 |
| 2024-09-30 | $446k | 8.4k | 52.83 |
| 2024-06-30 | $486k | 9.4k | 51.64 |
| 2024-03-31 | $596k | 12k | 51.50 |
| 2023-12-31 | $592k | 12k | 51.15 |
| 2023-09-30 | $601k | 12k | 50.09 |
| 2023-06-30 | $597k | 12k | 50.30 |
| 2023-03-31 | $453k | 8.9k | 51.04 |
Top funds holding PIMCO 1-5 Year US TIPS Index Fund
View all funds holding PIMCO 1-5 Year US TIPS Index Fund