AWM
LTPZ icon

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

Avior 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 		$308K Buy
6,071
+1
+0% +$51 0.01% 656
2026
Q1 		$310K Sell
6,070
-60
-1% -$3.13K 0.01% 679
2025
Q4 		$317K Sell
6,130
-758
-11% -$40.3K 0.01% 596
2025
Q3 		$367K Sell
6,888
-202
-3% -$10.5K 0.01% 535
2025
Q2 		$372K Sell
7,090
-844
-11% -$43.7K 0.01% 515
2025
Q1 		$435K Sell
7,934
-3,093
-28% -$165K 0.02% 444
2024
Q4 		$574K Sell
11,027
-1,266
-10% -$69.3K 0.02% 408
2024
Q3 		$710K Sell
12,293
-4,204
-25% -$236K 0.03% 365
2024
Q2 		$892K Sell
16,497
-6,170
-27% -$332K 0.04% 296
2024
Q1 		$1.26M Sell
22,667
-7,621
-25% -$422K 0.06% 237
2023
Q4 		$1.72M Sell
30,288
-15,320
-34% -$814K 0.1% 143
2023
Q3 		$2.4M Sell
45,608
-22,710
-33% -$1.28M 0.16% 113
2023
Q2 		$4.1M Sell
68,318
-13,306
-16% -$804K 0.27% 73
2023
Q1 		$5.03M Sell
81,624
-8,717
-10% -$529K 0.35% 62
2022
Q4 		$5.26M Buy
+90,341
New +$5.29M 0.4% 55

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Avior Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 0.02% in Q2 2026, buying an estimated $51 and bringing the position to 6,071 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #656.

Avior Wealth Management first reported a position in LTPZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.26M in Q4 2022. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Avior Wealth Management held 6,071 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $308K as of Q2 2026.
  • Avior Wealth Management bought 1 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share in Q2 2026, an estimated $51.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Avior Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Avior Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $5.26M in Q4 2022.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.