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LTPZ icon

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 – 2503
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

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Northern Trust
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FA
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Covestor's LTPZ Position: Q3 2024 in Review

Covestor sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2024, closing a stake of 2,575 shares — an estimated $139K sold.

Covestor first reported a position in LTPZ in Q1 2022 and held it in 10 quarters. The position peaked at $306K in Q4 2022. 80 funds tracked by Wall St. Rank hold LTPZ as of Q3 2024.

  • Covestor reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 2,575 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $139K.
  • Covestor first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 10 quarters.
  • Covestor's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $306K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.