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CarsonAllaria Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q1 		– Sell
-10
Closed -$1K – 345
2021
Q4 		$1K Buy
+10
New +$901 ﹤0.01% 348

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CarsonAllaria Wealth Management's LTPZ Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in LTPZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 10 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.