Yoder Wealth Management »

PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth Management 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 Yoder Wealth Management 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 91k 55.56
2023-12-31 $5.6M 99k 56.68
2023-09-30 $6.9M 131k 52.55
2023-06-30 $8.3M 138k 60.04
2023-03-31 $8.4M 136k 61.68

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

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

Evoke Wealth
Central Trust & Investment
Simplify Asset Management
AE Wealth Management
Jane Street
AlTi Global
Fermata Advisors
Almanack Investment Partners
Goldman Sachs Group
Nottingham Advisors
Community Bank
UBS Group
Yoder Wealth Management
Bank of America Corporation
Wells Fargo & Company

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