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

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

Historical chart of Sjbenen Advisory 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 Sjbenen Advisory 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 Sjbenen Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 49k 51.03
2025-12-31 $4.1M 80k 51.75

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Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
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Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sjbenen Advisory

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

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

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