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

Ascent Group’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
2022
Q1 		– Sell
-23,713
Closed -$2.02M – 456
2021
Q4 		$2.02M Buy
+23,713
New +$2.14M 0.26% 142

Other funds holding LTPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ascent Group's LTPZ Position: Q1 2022 in Review

Ascent Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 23,713 shares — an estimated $2.02M sold.

Ascent Group first reported a position in LTPZ in Q4 2021 and held it in 1 quarter. The position peaked at $2.02M in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • Ascent Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Ascent Group sold 23,713 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $2.02M.
  • Ascent Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • Ascent Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.02M in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Ascent Group's 13F filing for Q1 2022, filed 10 May 2022.