AIP
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Ahrens Investment Partners’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$123K Buy
+2,000
New +$121K 0.06% 196

Other funds holding LTPZ

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Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Ahrens Investment Partners's LTPZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023: 2,000 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #196 among its holdings.

81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • Ahrens Investment Partners held 2,000 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $123K as of Q1 2023.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Ahrens Investment Partners position in Q1 2023.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.06% of Ahrens Investment Partners's portfolio in Q1 2023, its #196 holding.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.