Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts »

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

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$4.1M	79k	52.55
2023-06-30	$4.7M	78k	60.04
2023-03-31	$4.2M	68k	61.67
2022-12-31	$3.7M	63k	58.24
2022-09-30	$2.5M	44k	56.10
2022-06-30	$2.5M	39k	65.19
2021-12-31	$2.2M	24k	91.34
2021-09-30	$1.1M	12k	86.78

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)

Ishares Core MF Closed and MF Open (IVV)

Ishares Msci MF Closed and MF Open (QUAL)

Invesco Optimum MF Closed and MF Open (PDBC)

Spdr Portfolio MF Closed and MF Open (SPLG)

Microsoft Corp Common Stock (MSFT)

Bny Mellon MF Closed and MF Open (BKLC)

Ishares Msci MF Closed and MF Open (USMV)

Schwab Us MF Closed and MF Open (SCHX)

Blackrock Short MF Closed and MF Open (MEAR)

Sector Technology MF Closed and MF Open (XLK)

Dimensional Us MF Closed and MF Open (DFAC)

SPDR S&P MF Closed and MF Open (SPY)

Amazon Common Stock (AMZN)

Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

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

Yoder Wealth Management

Bank of America Corporation

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z