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

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

Historical chart of Avaii 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 Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 5.3k 53.28
2025-06-30 $275k 5.2k 52.47
2025-03-31 $241k 4.4k 54.84
2023-09-30 $679k 13k 52.55
2023-06-30 $1.0M 17k 60.04
2023-03-31 $502k 8.1k 61.68

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Chevron Corporation (CVX)
Eaton Corp SHS (ETN)

View all positions for Avaii Wealth Management

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

Evoke Wealth
Central Trust & Investment
Wells Fargo & Company
Northern Trust
Avos Capital Management
Wealthedge Investment Advisors
Mid-American Wealth Advisory Group
Forefront Wealth Partners
Sovran Advisors
Altfest L J & Co
Fermata Advisors
Yoder Wealth Management
Citadel Advisors
Advisor Group Holdings
Morgan Stanley

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