EDRH
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Edmond de Rothschild Holding’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Edmond de Rothschild Holding’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
Q2 		$44.1K Hold
871
– – ﹤0.01% 515
2026
Q1 		$44.4K Hold
871
– – ﹤0.01% 452
2025
Q4 		$45.1K Hold
871
– – ﹤0.01% 472
2025
Q3 		$46.4K Hold
871
– – ﹤0.01% 473
2025
Q2 		$45.7K Hold
871
– – ﹤0.01% 461
2025
Q1 		$47.8K Hold
871
– – ﹤0.01% 464
2024
Q4 		$45.4K Buy
+871
New +$47.7K ﹤0.01% 502

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Edmond de Rothschild Holding's LTPZ Position: Q2 2026 in Review

Edmond de Rothschild Holding held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q2 2026 at 871 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Edmond de Rothschild Holding first reported a position in LTPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.8K in Q1 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Edmond de Rothschild Holding held 871 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $44.1K as of Q2 2026.
  • Edmond de Rothschild Holding left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #515 holding.
  • Edmond de Rothschild Holding first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Edmond de Rothschild Holding's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $47.8K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.