GRP
LTPZ icon

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

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's LTPZ Position: Q3 2024 in Review

Global Retirement Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2024, closing a stake of 23 shares — an estimated $1.24K sold.

Global Retirement Partners first reported a position in LTPZ in Q2 2022 and held it in 9 quarters. The position peaked at $877K in Q1 2023. 80 funds tracked by Wall St. Rank hold LTPZ as of Q3 2024.

  • Global Retirement Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 23 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $1.24K.
  • Global Retirement Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 9 quarters.
  • Global Retirement Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $877K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.