Bessemer Group
LTPZ icon

Bessemer Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Bessemer Group’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
2025
Q4 		– Sell
-501
Closed -$27K – 2637
2025
Q3 		$27K Buy
+501
New +$26.2K ﹤0.01% 1604
2025
Q1 		– Sell
-55
Closed -$3K – 2613
2024
Q4 		$3K Sell
55
-1,605
-97% -$87.9K ﹤0.01% 2136
2024
Q3 		$96K Sell
1,660
-195
-11% -$11K ﹤0.01% 1289
2024
Q2 		$100K Sell
1,855
-110
-6% -$5.92K ﹤0.01% 1170
2024
Q1 		$109K Sell
1,965
-105
-5% -$5.81K ﹤0.01% 1162
2023
Q4 		$117K Hold
2,070
– – ﹤0.01% 1178
2023
Q3 		$109K Hold
2,070
– – ﹤0.01% 1177
2023
Q2 		$124K Hold
2,070
– – ﹤0.01% 1169
2023
Q1 		$128K Hold
2,070
– – ﹤0.01% 1009
2022
Q4 		$121K Hold
2,070
– – ﹤0.01% 1001
2022
Q3 		$116K Hold
2,070
– – ﹤0.01% 1000
2022
Q2 		$135K Hold
2,070
– – ﹤0.01% 958
2022
Q1 		$171K Hold
2,070
– – ﹤0.01% 861
2021
Q4 		$189K Hold
2,070
– – ﹤0.01% 861
2021
Q3 		$180K Hold
2,070
– – ﹤0.01% 808
2021
Q2 		$179K Hold
2,070
– – ﹤0.01% 817
2021
Q1 		$167K Hold
2,070
– – ﹤0.01% 782
2020
Q4 		$183K Buy
2,070
+570
+38% +$49.6K ﹤0.01% 749
2020
Q3 		$131K Hold
1,500
– – ﹤0.01% 798
2020
Q2 		$125K Hold
1,500
– – ﹤0.01% 1206
2020
Q1 		$117K Buy
+1,500
New +$114K ﹤0.01% 1092

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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 $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Bessemer Group's LTPZ Position: Q4 2025 in Review

Bessemer Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 501 shares — an estimated $27K sold.

Bessemer Group first reported a position in LTPZ in Q1 2020 and held it in 21 quarters. The position peaked at $189K in Q4 2021. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Bessemer Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Bessemer Group sold 501 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $27K.
  • Bessemer Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 21 quarters.
  • Bessemer Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $189K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.