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 Q3	$3.62M	Buy	80,165 +11,888	+17%	+$570K	2.5%	8
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

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Ares Financial Consulting's LTPZ Position: Q3 2026 in Review

Ares Financial Consulting increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 17% in Q3 2026, buying an estimated $570K and bringing the position to 80,165 shares worth $3.62M. The position accounts for 2.5% of the portfolio, ranked #8.

Ares Financial Consulting first reported a position in LTPZ in Q4 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

Ares Financial Consulting held 80,165 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.62M as of Q3 2026.
Ares Financial Consulting bought 11,888 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $570K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.5% of Ares Financial Consulting's portfolio in Q3 2026, its #8 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 4 quarters since.
52 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.