CHB Investment Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

CHB Investment Group’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	$2.11M	Buy	40,240 +1,246	+3%	+$64.5K	1.08%	43
2025 Q1	$2.14M	Buy	38,994 +2,236	+6%	+$120K	1.14%	45
2024 Q4	$1.91M	Buy	36,758 +3,751	+11%	+$205K	1.04%	48
2024 Q3	$1.91M	Buy	+33,007	New	+$1.86M	1.01%	51

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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