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

Covestor’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 Q3	–	Sell	-2,575	Closed	-$139K	–	2508
2024 Q2	$139K	Hold	2,575	–	–	0.09%	311
2024 Q1	$143K	Buy	2,575 +196	+8%	+$10.8K	0.09%	303
2023 Q4	$135K	Hold	2,379	–	–	0.09%	310
2023 Q3	$125K	Hold	2,379	–	–	0.09%	300
2023 Q2	$143K	Hold	2,379	–	–	0.11%	255
2023 Q1	$147K	Sell	2,379 -2,878	-55%	-$175K	0.13%	206
2022 Q4	$306K	Buy	5,257 +2,168	+70%	+$127K	0.25%	49
2022 Q3	$173K	Hold	3,089	–	–	0.15%	110
2022 Q2	$201K	Hold	3,089	–	–	0.16%	116
2022 Q1	$255K	Buy	+3,089	New	+$259K	0.17%	89

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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

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

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

Bank of America

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

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