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

Belpointe Asset 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
2023
Q2 		– Sell
-179
Closed -$11K – 2164
2023
Q1 		$11K Sell
179
-1,332
-88% -$80.9K ﹤0.01% 2664
2022
Q4 		$88K Buy
+1,511
New +$88.5K 0.01% 1308
2022
Q1 		– Sell
-3,169
Closed -$289K – 1273
2021
Q4 		$289K Buy
+3,169
New +$285K 0.02% 734

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Belpointe Asset Management's LTPZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2023, closing a stake of 179 shares — an estimated $11K sold.

Belpointe Asset Management first reported a position in LTPZ in Q4 2021 and held it in 3 quarters. The position peaked at $289K in Q4 2021. 74 funds tracked by Wall St. Rank hold LTPZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 179 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $11K.
  • Belpointe Asset Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
  • Belpointe Asset Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $289K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.