Freedom Investment Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Freedom Investment Management’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 Q3	–	Sell	-23,812	Closed	-$1.98M	–	578
2020 Q2	$1.98M	Sell	23,812 -6,408	-21%	-$530K	0.22%	101
2020 Q1	$2.3M	Sell	30,220 -4,258	-12%	-$324K	0.2%	110
2019 Q4	$2.48M	Sell	34,478 -2,525	-7%	-$184K	0.22%	96
2019 Q3	$2.72M	Sell	37,003 -5,221	-12%	-$378K	0.24%	84
2019 Q2	$2.94M	Sell	42,224 -4,991	-11%	-$335K	0.25%	79
2019 Q1	$3.14M	Buy	47,215 +37,145	+369%	+$2.37M	0.25%	80
2018 Q4	$628K	Buy	10,070 +810	+9%	+$50.3K	0.05%	370
2018 Q3	$614K	Buy	9,260 +203	+2%	+$13.5K	0.04%	454
2018 Q2	$613K	Buy	+9,057	New	+$601K	0.04%	472
2018 Q1	–	Sell	-12,450	Closed	-$862K	–	1172
2017 Q4	$862K	Buy	+12,450	New	+$839K	0.04%	413

Other funds holding LTPZ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's LTPZ Position: Q3 2020 in Review

Freedom Investment Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2020, closing a stake of 23,812 shares — an estimated $1.98M sold.

Freedom Investment Management first reported a position in LTPZ in Q4 2017 and held it in 10 quarters. The position peaked at $3.14M in Q1 2019. 58 funds tracked by Wall St. Rank hold LTPZ as of Q3 2020.

Freedom Investment Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Freedom Investment Management sold 23,812 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $1.98M.
Freedom Investment Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 10 quarters.
Freedom Investment Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.14M in Q1 2019.
58 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.