Betterment LLC’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96,991
| Closed | -$5.98M | – | 287 |
|
|
2023
Q1 | $5.98M | Sell |
96,991
-4,451
| -4% | -$275K | 0.02% | 81 |
|
|
2022
Q4 | $5.91M | Buy |
101,442
+7
| +0% | +$408 | 0.02% | 80 |
|
|
2022
Q3 | $6.61M | Hold |
101,435
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $6.61M | Sell |
101,435
-1,360
| -1% | -$88.7K | 0.02% | 76 |
|
|
2022
Q1 | $8.49M | Sell |
102,795
-11,036
| -10% | -$911K | 0.03% | 71 |
|
|
2021
Q4 | $10.4M | Sell |
113,831
-9,118
| -7% | -$833K | 0.03% | 62 |
|
|
2021
Q3 | $10.7M | Sell |
122,949
-18,295
| -13% | -$1.59M | 0.04% | 59 |
|
|
2021
Q2 | $12.2M | Buy |
+141,244
| New | +$12.2M | 0.04% | 53 |
|