Balanced Rock Investment Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
51,424
+17,955
| +54% | +$942K | 2.12% | 14 |
|
|
2025
Q1 | $1.84M | Buy |
33,469
+687
| +2% | +$37.7K | 1.46% | 22 |
|
|
2024
Q4 | $1.71M | Buy |
32,782
+732
| +2% | +$38.1K | 1.35% | 23 |
|
|
2024
Q3 | $1.85M | Buy |
32,050
+1,159
| +4% | +$66.9K | 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 |
|