PIMCO Broad US TIPS Index Fund shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of PIMCO Broad US TIPS Index Fund (TIPZ) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in PIMCO Broad US TIPS Index Fund
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Quarterly reported holdings in PIMCO Broad US TIPS Index Fund by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $304k | 5.6k | 54.10 |
| 2024-06-30 | $305k | 5.8k | 52.55 |
| 2024-03-31 | $375k | 7.0k | 53.33 |
| 2023-12-31 | $375k | 7.0k | 53.32 |
| 2023-09-30 | $5.2M | 100k | 51.77 |
| 2023-06-30 | $4.8M | 88k | 54.08 |
| 2023-03-31 | $4.8M | 86k | 55.80 |
| 2022-12-31 | $4.4M | 81k | 54.63 |
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