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Baker Avenue Asset Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-210
Closed -$11K – 1011
2023
Q3 		$11K Buy
+210
New +$11.9K ﹤0.01% 750

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Baker Avenue Asset Management's LTPZ Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 210 shares — an estimated $11K sold.

Baker Avenue Asset Management first reported a position in LTPZ in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 210 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $11K.
  • Baker Avenue Asset Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $11K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.