PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Modera Wealth Management
Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in PIMCO 15+ Year U.S. TIPS Index Fund
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All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $246k | 4.8k | 51.75 |
| 2025-09-30 | $253k | 4.8k | 53.28 |
| 2025-06-30 | $250k | 4.8k | 52.47 |
| 2025-03-31 | $259k | 4.7k | 54.84 |
| 2024-12-31 | $246k | 4.7k | 52.07 |
| 2023-12-31 | $692k | 12k | 56.68 |
| 2023-03-31 | $206k | 3.3k | 61.68 |
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