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

Beaumont Financial 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
2022 Q1	–	Sell	-2,606	Closed	-$238K	–	374
2021 Q4	$238K	Sell	2,606 -54	-2%	-$4.86K	0.02%	324
2021 Q3	$231K	Buy	+2,660	New	+$235K	0.02%	320
2021 Q1	–	Sell	-11,185	Closed	-$991K	–	353
2020 Q4	$991K	Buy	11,185 +7,178	+179%	+$624K	0.09%	139
2020 Q3	$350K	Buy	+4,007	New	+$348K	0.03%	234
2019 Q3	–	Sell	-38,064	Closed	-$2.65M	–	286
2019 Q2	$2.65M	Buy	+38,064	New	+$2.56M	0.27%	76
2018 Q1	–	Sell	-23,615	Closed	-$1.64M	–	220
2017 Q4	$1.64M	Buy	+23,615	New	+$1.59M	0.19%	87

Other funds holding LTPZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TCCM

Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors's LTPZ Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 2,606 shares — an estimated $238K sold.

Beaumont Financial Advisors first reported a position in LTPZ in Q4 2017 and held it in 6 quarters. The position peaked at $2.65M in Q2 2019. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

Beaumont Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 2,606 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $238K.
Beaumont Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 6 quarters.
Beaumont Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.65M in Q2 2019.
81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.