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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in PIMCO 15+ Year U.S. TIPS Index Fund

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 202510k20k30k40k200400600800
Value ($)Share countHistorical LTPZ position of Brian McDonald Source: stockzoa.comValue ($)Share count

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All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6k 108 52.07
2024-09-30 $12k 204 57.75
2024-06-30 $11k 204 54.07
2024-03-31 $42k 754 55.56
2023-09-30 $28k 541 52.55

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Brian McDonald

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

Evoke Wealth
GenTrust
Central Trust & Investment
Wells Fargo & Company
Northern Trust
AE Wealth Management
AlTi Global
Susquehanna International
Forefront Analytics
Goldman Sachs Group
Sovran Advisors
Fermata Advisors
Mid-American Wealth Advisory Group
Yoder Wealth Management
Citadel Advisors

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