Capital Investment Advisory Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Capital Investment Advisory Services’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 Q1	–	Sell	-446	Closed	-$26K	–	889
2022 Q4	$26K	Hold	446	–	–	﹤0.01%	679
2022 Q3	$25K	Hold	446	–	–	﹤0.01%	629
2022 Q2	$29K	Hold	446	–	–	﹤0.01%	643
2022 Q1	$37K	Hold	446	–	–	﹤0.01%	652
2021 Q4	$41K	Hold	446	–	–	﹤0.01%	621
2021 Q3	$39K	Buy	+446	New	+$39.5K	﹤0.01%	584

Other funds holding LTPZ

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCCM

Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Capital Investment Advisory Services's LTPZ Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 446 shares — an estimated $26K sold.

Capital Investment Advisory Services first reported a position in LTPZ in Q3 2021 and held it in 6 quarters. The position peaked at $41K in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

Capital Investment Advisory Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 446 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $26K.
Capital Investment Advisory Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 6 quarters.
Capital Investment Advisory Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $41K in Q4 2021.
81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.