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

Eudaimonia Partners’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
2021
Q2 		– Sell
-990
Closed -$80K – 946
2021
Q1 		$80K Hold
990
– – 0.02% 523
2020
Q4 		$88K Hold
990
– – 0.02% 480
2020
Q3 		$87K Buy
+990
New +$86.1K 0.02% 444

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TCCM
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LPL Financial
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MML Investors Services
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CS
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eudaimonia Partners's LTPZ Position: Q2 2021 in Review

Eudaimonia Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2021, closing a stake of 990 shares — an estimated $80K sold.

Eudaimonia Partners first reported a position in LTPZ in Q3 2020 and held it in 3 quarters. The position peaked at $88K in Q4 2020. 62 funds tracked by Wall St. Rank hold LTPZ as of Q2 2021.

  • Eudaimonia Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 990 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $80K.
  • Eudaimonia Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
  • Eudaimonia Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $88K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.