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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Lloyd Advisory Services

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

Historical chart of Lloyd Advisory Services 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 Lloyd Advisory Services 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 Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 47k 53.28
2025-06-30 $2.5M 48k 52.47
2025-03-31 $2.5M 46k 54.84
2024-12-31 $3.2M 62k 52.07
2024-09-30 $3.7M 64k 57.75
2024-06-30 $3.3M 61k 54.07
2022-09-30 $511k 9.1k 56.09

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Pimco Etf Tr Ultra Short Govt (BILZ)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
NVIDIA Corporation (NVDA)

View all positions for Lloyd Advisory Services

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

Evoke Wealth
Central Trust & Investment
Wells Fargo & Company
Northern Trust
Avos Capital Management
Wealthedge Investment Advisors
Mid-American Wealth Advisory Group
Forefront Wealth Partners
Sovran Advisors
Altfest L J & Co
Fermata Advisors
Yoder Wealth Management
Citadel Advisors
Advisor Group Holdings
Morgan Stanley

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