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LTPZ icon

AlTi Global’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

AlTi Global’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
Q4 		– Sell
-18,900
Closed -$1.01M – 466
2025
Q3 		$1.01M Sell
18,900
-2,500
-12% -$131K 0.02% 245
2025
Q2 		$1.12M Hold
21,400
– – 0.03% 216
2025
Q1 		$1.17M Sell
21,400
-176,700
-89% -$9.45M 0.03% 191
2024
Q4 		$10.3M Sell
198,100
-23,820
-11% -$1.3M 0.25% 49
2024
Q3 		$12.8M Hold
221,920
– – 0.31% 43
2024
Q2 		$12M Buy
221,920
+19,100
+9% +$1.03M 0.32% 39
2024
Q1 		$11.3M Sell
202,820
-16,680
-8% -$923K 0.31% 40
2023
Q4 		$12.4M Buy
+219,500
New +$11.7M 0.38% 31

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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 $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

AlTi Global's LTPZ Position: Q4 2025 in Review

AlTi Global sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 18,900 shares — an estimated $1.01M sold.

AlTi Global first reported a position in LTPZ in Q4 2023 and held it in 8 quarters. The position peaked at $12.8M in Q3 2024. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • AlTi Global reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • AlTi Global sold 18,900 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $1.01M.
  • AlTi Global first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 8 quarters.
  • AlTi Global's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $12.8M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on AlTi Global's 13F filing for Q4 2025, filed 13 Feb 2026.