Coombe, Bender & Co’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Coombe, Bender & Co’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 Q2	$958K	Buy	17,713 +473	+3%	+$25.5K	0.56%	38
2024 Q1	$958K	Buy	17,240 +69	+0.4%	+$3.82K	0.58%	39
2023 Q4	$973K	Buy	17,171 +340	+2%	+$18.1K	0.61%	40
2023 Q3	$885K	Buy	16,831 +99	+0.6%	+$5.59K	0.67%	39
2023 Q2	$1M	Buy	16,732 +538	+3%	+$32.5K	0.73%	38
2023 Q1	$999K	Buy	16,194 +335	+2%	+$20.3K	0.78%	40
2022 Q4	$924K	Sell	15,859 -273	-2%	-$16K	0.84%	38
2022 Q3	$905K	Buy	16,132 +463	+3%	+$30.4K	0.8%	40
2022 Q2	$1.02M	Buy	+15,669	New	+$1.14M	0.86%	39

Other funds holding LTPZ

CTC

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 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

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coombe, Bender & Co's LTPZ Position: Q2 2024 in Review

Coombe, Bender & Co increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2.7% in Q2 2024, buying an estimated $25.5K and bringing the position to 17,713 shares worth $958K. The position accounts for 0.56% of the portfolio, ranked #38.

Coombe, Bender & Co first reported a position in LTPZ in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2022. 77 funds tracked by Wall St. Rank hold LTPZ as of Q2 2024.

Coombe, Bender & Co held 17,713 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $958K as of Q2 2024.
Coombe, Bender & Co bought 473 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $25.5K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.56% of Coombe, Bender & Co's portfolio in Q2 2024, its #38 holding.
Coombe, Bender & Co first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.02M in Q2 2022.
77 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.