FA
LTPZ icon

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

Forefront Analytics’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
Q2 		– Sell
-7,394
Closed -$405K – 51
2025
Q1 		$405K Sell
7,394
-167,311
-96% -$8.95M 0.47% 20
2024
Q4 		$9.1M Sell
174,705
-27,543
-14% -$1.51M 4.23% 5
2024
Q3 		$11.7M Sell
202,248
-6,824
-3% -$384K 5.51% 4
2024
Q2 		$11.3M Buy
209,072
+8,665
+4% +$467K 5.41% 4
2024
Q1 		$11.1M Sell
200,407
-728
-0.4% -$40.3K 5.4% 5
2023
Q4 		$11.4M Buy
201,135
+36,887
+22% +$1.96M 5.63% 3
2023
Q3 		$8.63M Sell
164,248
-7,003
-4% -$395K 4.89% 6
2023
Q2 		$10.3M Sell
171,251
-10,831
-6% -$655K 5.87% 5
2023
Q1 		$11.2M Sell
182,082
-5,829
-3% -$354K 5.79% 5
2022
Q4 		$10.9M Sell
187,911
-17,596
-9% -$1.03M 5.83% 5
2022
Q3 		$11.5M Buy
205,507
+2,307
+1% +$152K 6.14% 3
2022
Q2 		$13.2M Sell
203,200
-17,446
-8% -$1.27M 6.42% 3
2022
Q1 		$18.2M Sell
220,646
-37,770
-15% -$3.17M 6.76% 2
2021
Q4 		$23.6M Buy
258,416
+108,292
+72% +$9.75M 7.9% 2
2021
Q3 		$13M Buy
150,124
+3,485
+2% +$308K 4.75% 7
2021
Q2 		$12.7M Buy
146,639
+12,747
+10% +$1.06M 5.02% 7
2021
Q1 		$10.8M Buy
133,892
+801
+0.6% +$67.2K 4.61% 9
2020
Q4 		$11.8M Sell
133,091
-2,677
-2% -$233K 5.13% 7
2020
Q3 		$11.9M Buy
135,768
+757
+0.6% +$65.8K 5.55% 4
2020
Q2 		$11.3M Buy
135,011
+18,611
+16% +$1.54M 6.9% 1
2020
Q1 		$9.06M Sell
116,400
-85,178
-42% -$6.48M 7.24% 2
2019
Q4 		$14.5M Sell
201,578
-1,769
-0.9% -$129K 5.64% 5
2019
Q3 		$15M Sell
203,347
-6,909
-3% -$500K 6.16% 2
2019
Q2 		$14.6M Buy
210,256
+83,846
+66% +$5.64M 6.23% 2
2019
Q1 		$8.42M Sell
126,410
-14,491
-10% -$923K 5.36% 3
2018
Q4 		$8.79M Buy
140,901
+33,976
+32% +$2.11M 4.87% 5
2018
Q3 		$6.92M Buy
106,925
+482
+0.5% +$32.1K 3.14% 13
2018
Q2 		$7.19M Buy
106,443
+25,409
+31% +$1.69M 3.35% 12
2018
Q1 		$5.43M Buy
81,034
+18,764
+30% +$1.25M 3.05% 14
2017
Q4 		$4.31M Buy
+62,270
New +$4.2M 2.57% 15

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Forefront Analytics's LTPZ Position: Q2 2025 in Review

Forefront Analytics sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2025, closing a stake of 7,394 shares — an estimated $405K sold.

Forefront Analytics first reported a position in LTPZ in Q4 2017 and held it in 30 quarters. The position peaked at $23.6M in Q4 2021. 79 funds tracked by Wall St. Rank hold LTPZ as of Q2 2025.

  • Forefront Analytics reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Forefront Analytics sold 7,394 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $405K.
  • Forefront Analytics first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 30 quarters.
  • Forefront Analytics's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $23.6M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Forefront Analytics's 13F filing for Q2 2025, filed 24 Jul 2025.