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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 242k 54.93
2023-09-30 $10M 191k 52.55
2022-09-30 $6.9M 123k 56.10
2022-06-30 $706k 11k 65.19
2022-03-31 $969k 12k 82.57
2021-12-31 $1.8M 20k 91.35

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View all positions for AE Wealth Management

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