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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in PIMCO 15+ Year U.S. TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $544k 9.6k 56.68
2023-09-30 $437k 8.3k 52.55
2023-06-30 $500k 8.3k 60.04

More positions owned by Captrust Financial Advisors

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Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding PIMCO 15+ Year U.S. TIPS Index Fund

Evoke Wealth
Central Trust & Investment
Simplify Asset Management
AE Wealth Management
Jane Street
AlTi Global
Fermata Advisors
Almanack Investment Partners
Goldman Sachs Group
Nottingham Advisors
Community Bank
UBS Group
Yoder Wealth Management
Bank of America Corporation
Wells Fargo & Company

View all funds holding PIMCO 15+ Year U.S. TIPS Index Fund