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Blue Trust Inc’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Blue Trust Inc’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
-10
Closed -$533 – 2654
2025
Q3 		$533 Buy
+10
New +$522 ﹤0.01% 2415

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EW
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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

Blue Trust Inc's LTPZ Position: Q4 2025 in Review

Blue Trust Inc sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 10 shares — an estimated $533 sold.

Blue Trust Inc first reported a position in LTPZ in Q3 2025 and held it in 1 quarter. The position peaked at $533 in Q3 2025. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Blue Trust Inc reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 10 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $533.
  • Blue Trust Inc first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $533 in Q3 2025.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.