Carson Wealth (CWM LLC)
LTPZ icon

Carson Wealth (CWM LLC)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Carson Wealth (CWM 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
Q2 		– Sell
-32
Closed -$2K – 5222
2025
Q1 		$2K Buy
32
+25
+357% +$1.34K ﹤0.01% 4775
2024
Q4 		$0 Hold
7
– – ﹤0.01% 5047
2024
Q3 		$0 Sell
7
-24
-77% -$1.35K ﹤0.01% 4996
2024
Q2 		$2K Buy
31
+1
+3% +$54 ﹤0.01% 4230
2024
Q1 		$2K Buy
+30
New +$1.66K ﹤0.01% 4005
2023
Q2 		– Sell
-11
Closed -$1K – 4339
2023
Q1 		$1K Buy
+11
New +$668 ﹤0.01% 3866
2022
Q4 		– Sell
-36
Closed -$2K – 4129
2022
Q3 		$2K Sell
36
-56
-61% -$3.68K ﹤0.01% 3490
2022
Q2 		$6K Buy
+92
New +$6.68K ﹤0.01% 2894

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 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
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LTPZ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2025, closing a stake of 32 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in LTPZ in Q2 2022 and held it in 8 quarters. The position peaked at $6K in Q2 2022. 79 funds tracked by Wall St. Rank hold LTPZ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $6K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.