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Brown Brothers Harriman & Co’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-10,645
Closed -$615K – 1534
2024
Q3 		$615K Buy
+10,645
New +$599K ﹤0.01% 372
2023
Q4 		– Sell
-130
Closed -$6.83K – 1228
2023
Q3 		$6.83K Hold
130
– – ﹤0.01% 995
2023
Q2 		$7.8K Buy
+130
New +$7.86K ﹤0.01% 997

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Brothers Harriman & Co's LTPZ Position: Q4 2024 in Review

Brown Brothers Harriman & Co sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 10,645 shares — an estimated $615K sold.

Brown Brothers Harriman & Co first reported a position in LTPZ in Q2 2023 and held it in 3 quarters. The position peaked at $615K in Q3 2024. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • Brown Brothers Harriman & Co reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 10,645 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $615K.
  • Brown Brothers Harriman & Co first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2023 and held it in 3 quarters.
  • Brown Brothers Harriman & Co's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $615K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2024, filed 12 Feb 2025.