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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
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

Vanguard Specialized Funds Div App Etf (VIG)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Etf (ACWI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

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

Evoke Wealth
Central Trust & Investment
Simplify Asset Management
AE Wealth Management
Jane Street
AlTi Global
Almanack Investment Partners
Fermata Advisors
Goldman Sachs Group
Nottingham Advisors
Community Bank
UBS Group
Private Advisor
Yoder Wealth Management
Bank of America Corporation

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