Sovran Advisors »

PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors 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 Sovran Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3M 173k 53.82
2025-06-30 $8.3M 162k 51.34
2025-03-31 $8.6M 167k 51.59
2024-12-31 $7.6M 149k 50.99

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

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