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Ares Financial Consulting’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Ares Financial Consulting’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
2026
Q2 		$3.46M Buy
68,277
+11,084
+19% +$567K 2.48% 9
2026
Q1 		$2.92M Sell
57,193
-2,748
-5% -$143K 2.3% 9
2025
Q4 		$3.1M Buy
+59,941
New +$3.18M 2.95% 9

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

Ares Financial Consulting's LTPZ Position: Q2 2026 in Review

Ares Financial Consulting increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 19% in Q2 2026, buying an estimated $567K and bringing the position to 68,277 shares worth $3.46M. The position accounts for 2.48% of the portfolio, ranked #9.

Ares Financial Consulting first reported a position in LTPZ in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Ares Financial Consulting held 68,277 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.46M as of Q2 2026.
  • Ares Financial Consulting bought 11,084 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $567K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.48% of Ares Financial Consulting's portfolio in Q2 2026, its #9 holding.
  • Ares Financial Consulting first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.