Walled Lake Planning & Wealth Management »

PIMCO 1-5 Year US TIPS Index Fund shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $32M 606k 53.34

More positions owned by Walled Lake Planning & Wealth Management

Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Doubleline Etf Trust Shil Cap U S Etf (CAPE)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Ishares Tr Msci Usa Min Etf (USMV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Wisdomtree Tr Us Multifactor (USMF)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Altria (MO)
Novartis Sponsored Adr (NVS)

View all positions for Walled Lake Planning & Wealth Management

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

Bank of America Corporation
Walled Lake Planning & Wealth Management
Ameritas Advisory Services
Bank of Nova Scotia
Morgan Stanley
IHT Wealth Management
Eagle Strategies
LPL Financial
Bleakley Financial Group
Wells Fargo & Company
Goldman Sachs Group
Great Valley Advisor Group
Royal Bank of Canada
Advisor Group Holdings
Kelman-Lazarov

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