CFD
LTPZ icon

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

Creative Financial Designs’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
2026
Q1 		– Sell
-192
Closed -$9.92K – 2202
2025
Q4 		$9.92K Buy
192
+2
+1% +$106 ﹤0.01% 1364
2025
Q3 		$10.1K Buy
190
+3
+2% +$157 ﹤0.01% 1363
2025
Q2 		$9.83K Buy
187
+3
+2% +$155 ﹤0.01% 1351
2025
Q1 		$10.1K Sell
184
-637
-78% -$34.1K ﹤0.01% 1298
2024
Q4 		$42.7K Sell
821
-275
-25% -$15.1K ﹤0.01% 837
2024
Q3 		$63.3K Sell
1,096
-110
-9% -$6.19K 0.01% 718
2024
Q2 		$65.2K Sell
1,206
-84
-7% -$4.52K 0.01% 680
2024
Q1 		$71.7K Sell
1,290
-1,070
-45% -$59.2K 0.01% 638
2023
Q4 		$134K Sell
2,360
-756
-24% -$40.2K 0.01% 480
2023
Q3 		$164K Sell
3,116
-448
-13% -$25.3K 0.02% 380
2023
Q2 		$214K Sell
3,564
-165
-4% -$9.98K 0.03% 329
2023
Q1 		$230K Sell
3,729
-2,425
-39% -$147K 0.03% 310
2022
Q4 		$358K Sell
6,154
-840
-12% -$49.2K 0.05% 246
2022
Q3 		$392K Buy
6,994
+115
+2% +$7.56K 0.06% 210
2022
Q2 		$448K Sell
6,879
-22
-0.3% -$1.6K 0.07% 191
2022
Q1 		$570K Sell
6,901
-363
-5% -$30.5K 0.09% 175
2021
Q4 		$664K Buy
7,264
+1,604
+28% +$144K 0.1% 163
2021
Q3 		$491K Buy
5,660
+5,445
+2,533% +$482K 0.08% 181
2021
Q2 		$19K Buy
215
+176
+451% +$14.6K ﹤0.01% 873
2021
Q1 		$3K Buy
39
+1
+3% +$84 ﹤0.01% 1160
2020
Q4 		$3K Buy
+38
New +$3.3K ﹤0.01% 1079

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's LTPZ Position: Q1 2026 in Review

Creative Financial Designs sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 192 shares — an estimated $9.92K sold.

Creative Financial Designs first reported a position in LTPZ in Q4 2020 and held it in 21 quarters. The position peaked at $664K in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Creative Financial Designs reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 192 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $9.92K.
  • Creative Financial Designs first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 21 quarters.
  • Creative Financial Designs's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $664K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.