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

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

Historical chart of Evoke Wealth 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 Evoke Wealth 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 Evoke Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $73M 1.3M 57.75
2024-03-31 $79M 1.4M 55.56
2023-12-31 $89M 1.6M 56.68
2023-09-30 $3.0M 58k 52.55
2023-06-30 $3.5M 58k 60.04
2023-03-31 $3.5M 57k 61.68
2022-12-31 $12M 203k 58.54
2022-09-30 $95k 1.7k 56.21
2022-06-30 $3.1M 47k 65.18
2022-03-31 $10k 118 84.75

More positions owned by Evoke Wealth

Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

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

Evoke Wealth
Central Trust & Investment
International Assets Investment Management
Northern Trust
Jane Street
AlTi Global
Forefront Analytics
AE Wealth Management
Fermata Advisors
Almanack Investment Partners
Susquehanna International
Citadel Advisors
Morgan Stanley
Bank of America Corporation
Yoder Wealth Management

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