Commonwealth Equity Services
LTPZ icon

Commonwealth Equity Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Commonwealth Equity 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
2026
Q1 		– Sell
-9,208
Closed -$477K – 4390
2025
Q4 		$477K Buy
+9,208
New +$489K ﹤0.01% 3212
2024
Q4 		– Sell
-4,160
Closed -$240K – 4165
2024
Q3 		$240K Sell
4,160
-1,363
-25% -$76.7K ﹤0.01% 3547
2024
Q2 		$299K Sell
5,523
-275
-5% -$14.8K ﹤0.01% 3291
2024
Q1 		$322K Sell
5,798
-3,048
-34% -$169K ﹤0.01% 3211
2023
Q4 		$501K Sell
8,846
-3,457
-28% -$184K ﹤0.01% 2703
2023
Q3 		$647K Sell
12,303
-4,852
-28% -$274K ﹤0.01% 2375
2023
Q2 		$1.03M Buy
17,155
+405
+2% +$24.5K ﹤0.01% 2067
2023
Q1 		$1.03K Sell
16,750
-14,155
-46% -$860K ﹤0.01% 2020
2022
Q4 		$1.8M Sell
30,905
-8,767
-22% -$514K ﹤0.01% 1569
2022
Q3 		$2.23M Buy
39,672
+2,722
+7% +$179K 0.01% 1352
2022
Q2 		$2.41M Buy
36,950
+1,677
+5% +$122K 0.01% 1317
2022
Q1 		$2.91M Buy
35,273
+54
+0.2% +$4.54K 0.01% 1243
2021
Q4 		$3.22M Buy
35,219
+5,106
+17% +$460K 0.01% 1175
2021
Q3 		$2.61M Buy
30,113
+4,607
+18% +$408K 0.01% 1273
2021
Q2 		$2.2M Buy
25,506
+5,721
+29% +$476K 0.01% 1357
2021
Q1 		$1.6M Buy
19,785
+4,330
+28% +$364K ﹤0.01% 1475
2020
Q4 		$1.37M Buy
15,455
+2,395
+18% +$208K ﹤0.01% 1455
2020
Q3 		$1.14M Buy
13,060
+1,833
+16% +$159K ﹤0.01% 1427
2020
Q2 		$935K Buy
11,227
+2,224
+25% +$184K ﹤0.01% 1464
2020
Q1 		$700K Buy
9,003
+113
+1% +$8.6K ﹤0.01% 1476
2019
Q4 		$640K Buy
8,890
+1,093
+14% +$79.7K ﹤0.01% 1719
2019
Q3 		$573K Buy
7,797
+2,365
+44% +$171K ﹤0.01% 1733
2019
Q2 		$377K Buy
5,432
+545
+11% +$36.6K ﹤0.01% 2019
2019
Q1 		$325K Buy
4,887
+387
+9% +$24.6K ﹤0.01% 2086
2018
Q4 		$280K Buy
4,500
+3
+0.1% +$186 ﹤0.01% 2069
2018
Q3 		$291K Buy
4,497
+480
+12% +$31.9K ﹤0.01% 2188
2018
Q2 		$272K Buy
+4,017
New +$267K ﹤0.01% 2212
2013
Q4 		– Sell
-5,072
Closed -$305K – 1957
2013
Q3 		$305K Sell
5,072
-30
-0.6% -$1.79K 0.01% 1360
2013
Q2 		$311K Buy
+5,102
New +$345K 0.01% 1280

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services's LTPZ Position: Q1 2026 in Review

Commonwealth Equity Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 9,208 shares — an estimated $477K sold.

Commonwealth Equity Services first reported a position in LTPZ in Q2 2013 and held it in 29 quarters. The position peaked at $3.22M in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Commonwealth Equity Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,208 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $477K.
  • Commonwealth Equity Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 29 quarters.
  • Commonwealth Equity Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.22M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.