Avaii Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
5,246
+854
| +19% | +$44.8K | 0.12% | 107 |
|
|
2025
Q1 | $241K | Buy |
+4,392
| New | +$241K | 0.13% | 106 |
|
|
2023
Q4 | – | Sell |
-12,927
| Closed | -$679K | – | 150 |
|
|
2023
Q3 | $679K | Sell |
12,927
-3,752
| -22% | -$197K | 0.51% | 43 |
|
|
2023
Q2 | $1M | Buy |
16,679
+8,535
| +105% | +$512K | 0.77% | 28 |
|
|
2023
Q1 | $502K | Buy |
+8,144
| New | +$502K | 0.44% | 53 |
|