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Bull Oak Capital’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Bull Oak Capital’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
2023
Q3 		– Sell
-46,210
Closed -$2.77M – 92
2023
Q2 		$2.77M Buy
46,210
+3,036
+7% +$184K 2.03% 10
2023
Q1 		$2.66M Buy
+43,174
New +$2.62M 2.06% 11

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Bull Oak Capital's LTPZ Position: Q4 2023 in Review

Bull Oak Capital sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 1,066 shares — an estimated $56K sold.

Bull Oak Capital first reported a position in LTPZ in Q4 2022 and held it in 2 quarters. The position peaked at $2.9M in Q4 2022. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

  • Bull Oak Capital reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Bull Oak Capital sold 1,066 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $56K.
  • Bull Oak Capital first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
  • Bull Oak Capital's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.9M in Q4 2022.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.