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

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

Historical chart of Wealthedge Investment 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 Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 267k 53.28
2025-06-30 $14M 264k 52.47
2025-03-31 $12M 220k 54.84
2024-12-31 $7.6M 146k 52.07

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment 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