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

Bogart Wealth LLC’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
-3,640
Closed -$194K – 1644
2025
Q3 		$194K Hold
3,640
– – 0.01% 252
2025
Q2 		$191K Hold
3,640
– – 0.01% 241
2025
Q1 		$200K Hold
3,640
– – 0.01% 228
2024
Q4 		$190K Hold
3,640
– – 0.01% 225
2024
Q3 		$210K Hold
3,640
– – 0.01% 208
2024
Q2 		$197K Hold
3,640
– – 0.01% 210
2024
Q1 		$202K Hold
3,640
– – 0.01% 202
2023
Q4 		$206K Buy
3,640
+39
+1% +$2.07K 0.01% 197
2023
Q3 		$189K Buy
3,601
+46
+1% +$2.6K 0.01% 194
2023
Q2 		$213K Buy
3,555
+46
+1% +$2.78K 0.01% 191
2023
Q1 		$216K Buy
3,509
+18
+0.5% +$1.09K 0.01% 174
2022
Q4 		$203K Buy
3,491
+7
+0.2% +$410 0.01% 179
2022
Q3 		$195K Buy
+3,484
New +$229K 0.02% 172

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

Bogart Wealth LLC's LTPZ Position: Q4 2025 in Review

Bogart Wealth LLC sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 3,640 shares — an estimated $194K sold.

Bogart Wealth LLC first reported a position in LTPZ in Q3 2022 and held it in 13 quarters. The position peaked at $216K in Q1 2023. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Bogart Wealth LLC reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 3,640 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $194K.
  • Bogart Wealth LLC first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 13 quarters.
  • Bogart Wealth LLC's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $216K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.