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

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return