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 Q2	$254K	Buy	5,016 +127	+3%	+$6.49K	0.07%	151
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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Avaii Wealth Management's LTPZ Position: Q2 2026 in Review

Avaii Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2.6% in Q2 2026, buying an estimated $6.49K and bringing the position to 5,016 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #151.

Avaii Wealth Management first reported a position in LTPZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $1M in Q2 2023. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Avaii Wealth Management held 5,016 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $254K as of Q2 2026.
Avaii Wealth Management bought 127 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.49K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.07% of Avaii Wealth Management's portfolio in Q2 2026, its #151 holding.
Avaii Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 9 quarters since.
Avaii Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1M in Q2 2023.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.