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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4k 25 55.00
2024-03-31 $556 10 55.60
2023-09-30 $210 4 52.50

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Richard W. Paul & Associates

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

Central Trust & Investment
Jane Street
AlTi Global
Forefront Analytics
AE Wealth Management
Fermata Advisors
Almanack Investment Partners
Susquehanna International
Citadel Advisors
Morgan Stanley
Northern Trust
Bank of America Corporation
Yoder Wealth Management
J. Safra Sarasin Holding
Wells Fargo & Company

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