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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Essential Partners

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

Historical chart of Essential Partners 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 Essential Partners 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $387k 7.6k 51.03
2025-12-31 $373k 7.2k 51.75
2025-09-30 $392k 7.4k 53.28
2025-06-30 $882k 17k 52.47

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View all positions for Essential Partners

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

Central Trust & Investment
Evoke Wealth
Wells Fargo & Company
Avos Capital Management
Northern Trust
Altfest L J & Co
Mid-American Wealth Advisory Group
Sovran Advisors
Fermata Advisors
Susquehanna International
Yoder Wealth Management
HighTower Advisors
Advisor Group Holdings
Citadel Advisors
Hirtle Callaghan & Co

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