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B.O.S.S. Retirement Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

B.O.S.S. Retirement Advisors’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 		$575K Buy
+11,362
New +$581K 0.16% 85
2025
Q1 		– Sell
-29,529
Closed -$1.54M – 184
2024
Q4 		$1.54M Buy
29,529
+25,760
+683% +$1.41M 0.43% 53
2024
Q3 		$218K Buy
+3,769
New +$212K 0.04% 199
2023
Q4 		– Sell
-6,314
Closed -$332K – 260
2023
Q3 		$332K Buy
+6,314
New +$356K 0.07% 198

Other funds holding LTPZ

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
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

B.O.S.S. Retirement Advisors's LTPZ Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 11,362 shares worth $575K. The stake represents 0.16% of the portfolio and ranks #85 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in LTPZ as recently as Q4 2024.

B.O.S.S. Retirement Advisors first reported a position in LTPZ in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.54M in Q4 2024. 24 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 11,362 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $575K as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new B.O.S.S. Retirement Advisors position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.16% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #85 holding.
  • B.O.S.S. Retirement Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and has held it in 4 quarters since.
  • B.O.S.S. Retirement Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.54M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.