Comprehensive Money Management Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Comprehensive Money Management 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 Q2	$1.24M	Buy	24,394 +12,469	+105%	+$638K	0.78%	39
2026 Q1	$609K	Buy	11,925 +3,340	+39%	+$174K	0.4%	85
2025 Q4	$444K	Buy	8,585 +1,305	+18%	+$69.3K	0.31%	111
2025 Q3	$388K	Buy	+7,280	New	+$380K	0.27%	117

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Comprehensive Money Management Services's LTPZ Position: Q2 2026 in Review

Comprehensive Money Management Services increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 105% in Q2 2026, buying an estimated $638K and bringing the position to 24,394 shares worth $1.24M. The position accounts for 0.78% of the portfolio, ranked #39.

Comprehensive Money Management Services first reported a position in LTPZ in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Comprehensive Money Management Services held 24,394 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.24M as of Q2 2026.
Comprehensive Money Management Services bought 12,469 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $638K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.78% of Comprehensive Money Management Services's portfolio in Q2 2026, its #39 holding.
Comprehensive Money Management Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.