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CoreCap Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

CoreCap Advisors’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
2022
Q1 		– Sell
-24
Closed -$2K – 1409
2021
Q4 		$2K Buy
+24
New +$2.16K ﹤0.01% 1968

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MML Investors Services
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Morgan Stanley
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LPL Financial
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CS
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TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CoreCap Advisors's LTPZ Position: Q1 2022 in Review

CoreCap Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

CoreCap Advisors first reported a position in LTPZ in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • CoreCap Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • CoreCap Advisors sold 24 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $2K.
  • CoreCap Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • CoreCap Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on CoreCap Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.