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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
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 $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Balanced Rock Investment Advisors's LTPZ Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2.9% in Q1 2026, buying an estimated $89.9K and bringing the position to 61,046 shares worth $3.12M. The position accounts for 2.19% of the portfolio, ranked #14.

Balanced Rock Investment Advisors first reported a position in LTPZ in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Balanced Rock Investment Advisors held 61,046 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.12M as of Q1 2026.
  • Balanced Rock Investment Advisors bought 1,722 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $89.9K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.19% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #14 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 9 quarters since.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.