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

AWM Capital’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
2023
Q1 		– Sell
-7,693
Closed -$448K – 80
2022
Q4 		$448K Hold
7,693
– – 0.15% 51
2022
Q3 		$460K Buy
+7,693
New +$506K 0.16% 46

Other funds holding LTPZ

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

AWM Capital's LTPZ Position: Q1 2023 in Review

AWM Capital sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 7,693 shares — an estimated $448K sold.

AWM Capital first reported a position in LTPZ in Q3 2022 and held it in 2 quarters. The position peaked at $460K in Q3 2022. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • AWM Capital reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • AWM Capital sold 7,693 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $448K.
  • AWM Capital first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
  • AWM Capital's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $460K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on AWM Capital's 13F filing for Q1 2023, filed 7 Jul 2023.