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Beaumont Capital Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Beaumont Capital 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
2022
Q1 		– Sell
-6,030
Closed -$550K – 47
2021
Q4 		$550K Sell
6,030
-960
-14% -$86.5K 0.32% 37
2021
Q3 		$606K Buy
+6,990
New +$618K 0.52% 27
2021
Q1 		– Sell
-2,955
Closed -$262K – 36
2020
Q4 		$262K Buy
+2,955
New +$257K 0.26% 26

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LPL Financial
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Betterment LLC
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CS
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TCCM
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Envestnet Asset Management
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Beaumont Capital Management's LTPZ Position: Q1 2022 in Review

Beaumont Capital Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 6,030 shares — an estimated $550K sold.

Beaumont Capital Management first reported a position in LTPZ in Q4 2020 and held it in 3 quarters. The position peaked at $606K in Q3 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • Beaumont Capital Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Beaumont Capital Management sold 6,030 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $550K.
  • Beaumont Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 3 quarters.
  • Beaumont Capital Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $606K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Beaumont Capital Management's 13F filing for Q1 2022, filed 13 May 2022.