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

Global Retirement Partners’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
2024 Q3	–	Sell	-23	Closed	-$1.24K	–	3585
2024 Q2	$1.24K	Hold	23	–	–	﹤0.01%	3111
2024 Q1	$1.28K	Hold	23	–	–	﹤0.01%	2903
2023 Q4	$1.28K	Hold	23	–	–	﹤0.01%	2822
2023 Q3	$1.18K	Sell	23 -1,500	-98%	-$84.7K	﹤0.01%	2722
2023 Q2	$91.4K	Sell	1,523 -12,800	-89%	-$774K	﹤0.01%	990
2023 Q1	$877K	Buy	14,323 +7,323	+105%	+$445K	0.05%	325
2022 Q4	$408K	Buy	7,000 +2,691	+62%	+$158K	0.03%	410
2022 Q3	$247K	Sell	4,309 -191	-4%	-$12.6K	0.02%	509
2022 Q2	$293K	Buy	+4,500	New	+$327K	0.02%	467

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return