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

Global Endowment 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
2026
Q1 		$1.02M Sell
20,000
-10,000
-33% -$522K 0.11% 53
2025
Q4 		$1.55M Hold
30,000
– – 0.19% 45
2025
Q3 		$1.6M Hold
30,000
– – 0.2% 44
2025
Q2 		$1.57M Buy
+30,000
New +$1.55M 0.21% 43

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Endowment Management's LTPZ Position: Q1 2026 in Review

Global Endowment Management reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 33% in Q1 2026, selling an estimated $522K and leaving 20,000 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #53.

Global Endowment Management first reported a position in LTPZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q3 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Global Endowment Management held 20,000 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.02M as of Q1 2026.
  • Global Endowment Management sold 10,000 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $522K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.11% of Global Endowment Management's portfolio in Q1 2026, its #53 holding.
  • Global Endowment Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
  • Global Endowment Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.6M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.