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

Frontier Wealth 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
2021
Q3 		– Sell
-20,427
Closed -$1.76M – 440
2021
Q2 		$1.76M Sell
20,427
-22,112
-52% -$1.84M 0.12% 128
2021
Q1 		$3.44M Buy
+42,539
New +$3.57M 0.26% 79

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FA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Frontier Wealth Management's LTPZ Position: Q3 2021 in Review

Frontier Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2021, closing a stake of 20,427 shares — an estimated $1.76M sold.

Frontier Wealth Management first reported a position in LTPZ in Q1 2021 and held it in 2 quarters. The position peaked at $3.44M in Q1 2021. 75 funds tracked by Wall St. Rank hold LTPZ as of Q3 2021.

  • Frontier Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 20,427 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2021, an estimated $1.76M.
  • Frontier Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 2 quarters.
  • Frontier Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.44M in Q1 2021.
  • 75 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.