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

Founders Financial Alliance’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
2020
Q4 		– Sell
-6
Closed -$1K – 893
2020
Q3 		$1K Buy
+6
New +$522 ﹤0.01% 1294

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Founders Financial Alliance's LTPZ Position: Q4 2020 in Review

Founders Financial Alliance sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2020, closing a stake of 6 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in LTPZ in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 69 funds tracked by Wall St. Rank hold LTPZ as of Q4 2020.

  • Founders Financial Alliance reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 6 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $1K.
  • Founders Financial Alliance first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.