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

BKM Wealth 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
2024
Q1 		– Sell
-18
Closed -$1.02K – 397
2023
Q4 		$1.02K Buy
+18
New +$956 ﹤0.01% 579

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

BKM Wealth Management's LTPZ Position: Q1 2024 in Review

BKM Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024, closing a stake of 18 shares — an estimated $1.02K sold.

BKM Wealth Management first reported a position in LTPZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.02K in Q4 2023. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

  • BKM Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 18 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $1.02K.
  • BKM Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.02K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.