ARIS
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Advanced Research Investment Solutions’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Advanced Research Investment Solutions’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-46,969
Closed -$2.66M – 17
2023
Q4 		$2.66M Sell
46,969
-10,330
-18% -$549K 1.66% 7
2023
Q3 		$3.01M Buy
57,299
+1,142
+2% +$64.5K 1.95% 7
2023
Q2 		$3.37M Buy
56,157
+1,901
+4% +$115K 1.94% 7
2023
Q1 		$3.35M Sell
54,256
-8,973
-14% -$545K 1.92% 7
2022
Q4 		$3.7M Buy
63,229
+58,604
+1,267% +$3.43M 2.33% 7
2022
Q3 		$259K Sell
4,625
-1,678
-27% -$110K 0.16% 23
2022
Q2 		$411K Buy
6,303
+145
+2% +$10.5K 0.23% 19
2022
Q1 		$508K Sell
6,158
-1,072
-15% -$90K 0.21% 24
2021
Q4 		$663K Buy
7,230
+3,999
+124% +$360K 0.24% 26
2021
Q3 		$280K Buy
3,231
+18
+0.6% +$1.59K 0.14% 26
2021
Q2 		$278K Buy
+3,213
New +$267K 0.25% 17

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Advanced Research Investment Solutions's LTPZ Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024, closing a stake of 46,969 shares — an estimated $2.66M sold.

Advanced Research Investment Solutions first reported a position in LTPZ in Q2 2021 and held it in 11 quarters. The position peaked at $3.7M in Q4 2022. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 46,969 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $2.66M.
  • Advanced Research Investment Solutions first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 11 quarters.
  • Advanced Research Investment Solutions's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.7M in Q4 2022.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.