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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial 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 Montgomery Financial 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $81k 1.6k 50.65

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View all positions for Montgomery Financial Services

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

Central Trust & Investment
Wells Fargo & Company
Altfest L J & Co
Northern Trust
Mid-American Wealth Advisory Group
Sovran Advisors
Fermata Advisors
Avos Capital Management
Susquehanna International
HighTower Advisors
Advisor Group Holdings
Yoder Wealth Management
Lloyd Advisory Services
Tortoise Investment Management
Citadel Advisors

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