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Concourse Financial Group Securities’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Concourse Financial Group Securities’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
2024
Q4 		– Sell
-1,000
Closed -$54.8K – 2300
2024
Q3 		$57.8K Sell
1,000
-1,000
-50% -$56.3K ﹤0.01% 1129
2024
Q2 		$108K Hold
2,000
– – 0.01% 912
2024
Q1 		$111K Hold
2,000
– – 0.01% 877
2023
Q4 		$113K Sell
2,000
-500
-20% -$26.6K 0.01% 861
2023
Q3 		$131K Sell
2,500
-1,500
-38% -$84.7K 0.01% 754
2023
Q2 		$240K Sell
4,000
-100
-2% -$6.05K 0.02% 591
2023
Q1 		$253K Hold
4,100
– – 0.02% 583
2022
Q4 		$240K Buy
4,100
+4,000
+4,000% +$234K 0.02% 566
2022
Q3 		$6K Hold
100
– – ﹤0.01% 1609
2022
Q2 		$7K Hold
100
– – ﹤0.01% 1767
2022
Q1 		$8K Buy
+100
New +$8.4K ﹤0.01% 1753
2021
Q1 		– Sell
-133
Closed -$11.2K – 2384
2020
Q4 		$12K Buy
+133
New +$11.6K ﹤0.01% 1628

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concourse Financial Group Securities's LTPZ Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 1,000 shares — an estimated $54.8K sold.

Concourse Financial Group Securities first reported a position in LTPZ in Q4 2020 and held it in 12 quarters. The position peaked at $253K in Q1 2023. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,000 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $54.8K.
  • Concourse Financial Group Securities first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 12 quarters.
  • Concourse Financial Group Securities's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $253K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.