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

Csenge Advisory Group’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
2025
Q1 		– Sell
-4,004
Closed -$208K – 713
2024
Q4 		$208K Sell
4,004
-406
-9% -$22.2K 0.01% 658
2024
Q3 		$248K Buy
+4,410
New +$248K 0.01% 613
2021
Q4 		– Sell
-16,262
Closed -$1.42M – 592
2021
Q3 		$1.42M Buy
+16,262
New +$1.44M 0.12% 156
2020
Q3 		– Sell
-10,102
Closed -$842K – 422
2020
Q2 		$842K Buy
+10,102
New +$835K 0.12% 135

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Csenge Advisory Group's LTPZ Position: Q1 2025 in Review

Csenge Advisory Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2025, closing a stake of 4,004 shares — an estimated $208K sold.

Csenge Advisory Group first reported a position in LTPZ in Q2 2020 and held it in 4 quarters. The position peaked at $1.42M in Q3 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2025.

  • Csenge Advisory Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 4,004 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $208K.
  • Csenge Advisory Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 4 quarters.
  • Csenge Advisory Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.42M in Q3 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.