Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-7,419
Closed -$401K – 3485
2024
Q2 		$401K Sell
7,419
-3,397
-31% -$183K ﹤0.01% 2473
2024
Q1 		$601K Sell
10,816
-4,035
-27% -$223K ﹤0.01% 2129
2023
Q4 		$842K Sell
14,851
-1,913
-11% -$102K ﹤0.01% 1764
2023
Q3 		$881K Sell
16,764
-2,349
-12% -$133K ﹤0.01% 1656
2023
Q2 		$1.15M Sell
19,113
-1,575
-8% -$95.2K 0.01% 1513
2023
Q1 		$1.28M Sell
20,688
-4,519
-18% -$274K 0.01% 1408
2022
Q4 		$1.47M Sell
25,207
-2,228
-8% -$131K 0.01% 1272
2022
Q3 		$1.54M Sell
27,435
-7,601
-22% -$499K 0.01% 1195
2022
Q2 		$2.28M Sell
35,036
-8,562
-20% -$622K 0.01% 978
2022
Q1 		$3.6M Sell
43,598
-85,852
-66% -$7.21M 0.02% 807
2021
Q4 		$11.8M Buy
129,450
+108,006
+504% +$9.73M 0.05% 320
2021
Q3 		$1.86M Buy
21,444
+3,359
+19% +$297K 0.01% 1142
2021
Q2 		$1.56M Buy
18,085
+685
+4% +$57K 0.01% 1245
2021
Q1 		$1.41M Buy
17,400
+5,157
+42% +$433K 0.01% 1213
2020
Q4 		$1.08M Buy
12,243
+2,042
+20% +$178K 0.01% 1249
2020
Q3 		$893K Buy
10,201
+149
+1% +$13K 0.01% 1252
2020
Q2 		$838K Buy
10,052
+836
+9% +$69.1K 0.01% 1225
2020
Q1 		$717K Sell
9,216
-67,168
-88% -$5.11M 0.01% 1156
2019
Q4 		$5.5M Buy
+76,384
New +$5.57M 0.04% 429
2016
Q4 		– Sell
-3,894
Closed -$278K – 1774
2016
Q3 		$278K Buy
+3,894
New +$276K 0.01% 1345

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors's LTPZ Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2024, closing a stake of 7,419 shares — an estimated $401K sold.

Cambridge Investment Research Advisors first reported a position in LTPZ in Q3 2016 and held it in 20 quarters. The position peaked at $11.8M in Q4 2021. 80 funds tracked by Wall St. Rank hold LTPZ as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 7,419 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $401K.
  • Cambridge Investment Research Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2016 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $11.8M in Q4 2021.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.