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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock Investment 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 Balanced Rock Investment 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 56k 53.28
2025-06-30 $2.7M 51k 52.47
2025-03-31 $1.8M 34k 54.84
2024-12-31 $1.7M 33k 52.07
2024-09-30 $1.9M 32k 57.75
2024-06-30 $1.7M 31k 54.07
2024-03-31 $1.6M 28k 55.56