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Balanced Rock Investment Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Balanced Rock Investment 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 		$3.78M Buy
74,537
+13,491
+22% +$690K 2.35% 12
2026
Q1 		$3.12M Buy
61,046
+1,722
+3% +$89.9K 2.19% 14
2025
Q4 		$3.07M Buy
59,324
+3,208
+6% +$170K 2.18% 15
2025
Q3 		$2.99M Buy
56,116
+4,692
+9% +$245K 2.19% 14
2025
Q2 		$2.7M Buy
51,424
+17,955
+54% +$930K 2.12% 14
2025
Q1 		$1.84M Buy
33,469
+687
+2% +$36.7K 1.46% 22
2024
Q4 		$1.71M Buy
32,782
+732
+2% +$40.1K 1.35% 23
2024
Q3 		$1.85M Buy
32,050
+1,159
+4% +$65.2K 1.45% 20
2024
Q2 		$1.67M Buy
30,891
+2,594
+9% +$140K 1.4% 21
2024
Q1 		$1.57M Buy
+28,297
New +$1.57M 1.34% 21

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

Balanced Rock Investment Advisors's LTPZ Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 22% in Q2 2026, buying an estimated $690K and bringing the position to 74,537 shares worth $3.78M. The position accounts for 2.35% of the portfolio, ranked #12.

Balanced Rock Investment Advisors first reported a position in LTPZ in Q1 2024 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Balanced Rock Investment Advisors held 74,537 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.78M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 13,491 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $690K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.35% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Balanced Rock Investment Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.