Avaii Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Avaii Wealth Management’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 Q1	$249K	Buy	4,889 +13	+0.3%	+$678	0.09%	136
2025 Q4	$252K	Sell	4,876 -374	-7%	-$19.9K	0.09%	130
2025 Q3	$280K	Buy	5,250 +4	+0.1%	+$209	0.11%	112
2025 Q2	$275K	Buy	5,246 +854	+19%	+$44.2K	0.12%	107
2025 Q1	$241K	Buy	+4,392	New	+$235K	0.13%	106
2023 Q4	–	Sell	-12,927	Closed	-$679K	–	150
2023 Q3	$679K	Sell	12,927 -3,752	-22%	-$212K	0.51%	43
2023 Q2	$1M	Buy	16,679 +8,535	+105%	+$516K	0.77%	28
2023 Q1	$502K	Buy	+8,144	New	+$495K	0.44%	53

Other funds holding LTPZ

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return