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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

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Broad US TIPS Index Fund held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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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View all positions for LMG Wealth Partners

Top funds holding PIMCO Broad US TIPS Index Fund

Bank of America Corporation
Jane Street
Raymond James & Associates
Flow Traders US
Litman Gregory Asset Management
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
WealthCare Investment Partners
Steward Partners Investment Advisory
Advisor Group Holdings
Kestra Advisory Services
Change Path
Prospera Financial Services
Flagship Harbor Advisors

View all funds holding PIMCO Broad US TIPS Index Fund