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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

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

CHB Investment Group's LTPZ Position: Q2 2025 in Review

CHB Investment Group increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 3.2% in Q2 2025, buying an estimated $64.5K and bringing the position to 40,240 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #43.

CHB Investment Group first reported a position in LTPZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.14M in Q1 2025. 79 funds tracked by Wall St. Rank hold LTPZ as of Q2 2025.

  • CHB Investment Group held 40,240 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $2.11M as of Q2 2025.
  • CHB Investment Group bought 1,246 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $64.5K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1.08% of CHB Investment Group's portfolio in Q2 2025, its #43 holding.
  • CHB Investment Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.14M in Q1 2025.
  • 79 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.