AIP
LTPZ icon

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

Almanack 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
2025
Q2 		– Sell
-416,481
Closed -$22.8M – 217
2025
Q1 		$22.8M Buy
+416,481
New +$22.3M 4.53% 6
2024
Q4 		– Sell
-130,602
Closed -$7.54M – 190
2024
Q3 		$7.54M Buy
130,602
+142
+0.1% +$7.99K 1.18% 22
2024
Q2 		$7.05M Buy
130,460
+17,541
+16% +$945K 1.19% 21
2024
Q1 		$6.27M Sell
112,919
-36,096
-24% -$2M 1.07% 22
2023
Q4 		$8.45M Buy
+149,015
New +$7.92M 1.57% 15
2023
Q3 		– Sell
-254,463
Closed -$15.3M – 177
2023
Q2 		$15.3M Buy
254,463
+1,879
+0.7% +$114K 2.68% 6
2023
Q1 		$15.6M Buy
+252,584
New +$15.3M 3.07% 6
2022
Q4 		– Sell
-13,792
Closed -$774K – 748
2022
Q3 		$774K Sell
13,792
-4,862
-26% -$319K 0.15% 64
2022
Q2 		$1.22M Sell
18,654
-33,285
-64% -$2.42M 0.12% 121
2022
Q1 		$4.29M Sell
51,939
-9,390
-15% -$789K 0.37% 52
2021
Q4 		$5.63M Buy
61,329
+7,376
+14% +$664K 0.46% 42
2021
Q3 		$4.68M Buy
53,953
+11,621
+27% +$1.03M 0.41% 50
2021
Q2 		$3.66M Sell
42,332
-9,519
-18% -$792K 0.35% 55
2021
Q1 		$4.19M Sell
51,851
-332,977
-87% -$28M 0.43% 51
2020
Q4 		$34.1M Buy
384,828
+19,270
+5% +$1.68M 3.9% 3
2020
Q3 		$30.9M Buy
365,558
+48,222
+15% +$4.19M 3.81% 4
2020
Q2 		$26.4M Buy
317,336
+292,001
+1,153% +$24.1M 4.71% 4
2020
Q1 		$1.97M Sell
25,335
-22,605
-47% -$1.72M 0.42% 40
2019
Q4 		$3.47M Sell
47,940
-18,142
-27% -$1.32M 0.66% 35
2019
Q3 		$4.86M Buy
66,082
+5,665
+9% +$410K 0.94% 32
2019
Q2 		$4.2M Buy
60,417
+19,248
+47% +$1.29M 0.97% 26
2019
Q1 		$2.74M Buy
41,169
+37,328
+972% +$2.38M 0.78% 29
2018
Q4 		$240K Sell
3,841
-11,536
-75% -$717K 0.07% 136
2018
Q3 		$938K Sell
15,377
-1,631
-10% -$108K 0.25% 59
2018
Q2 		$1.15M Sell
17,008
-216,422
-93% -$14.4M 0.52% 26
2018
Q1 		$15.7M Sell
233,430
-51,024
-18% -$3.4M 6.02% 2
2017
Q4 		$19.9M Buy
284,454
+28,767
+11% +$1.94M 7.87% 1
2017
Q3 		$17M Buy
255,687
+58,909
+30% +$3.91M 8.22% 1
2017
Q2 		$12.9M Buy
196,778
+52,655
+37% +$3.49M 7.23% 1
2017
Q1 		$9.57M Buy
144,123
+17,435
+14% +$1.15M 7.16% 2
2016
Q4 		$8.26M Buy
+126,688
New +$8.52M 6.89% 2

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Almanack Investment Partners's LTPZ Position: Q2 2025 in Review

Almanack Investment Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2025, closing a stake of 416,481 shares — an estimated $22.8M sold.

Almanack Investment Partners first reported a position in LTPZ in Q4 2016 and held it in 31 quarters. The position peaked at $34.1M in Q4 2020. 79 funds tracked by Wall St. Rank hold LTPZ as of Q2 2025.

  • Almanack Investment Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 416,481 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $22.8M.
  • Almanack Investment Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 31 quarters.
  • Almanack Investment Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $34.1M in Q4 2020.
  • 79 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.