GAG
LTPZ icon

Goodman Advisory Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Goodman Advisory Group’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
2022
Q4 		– Sell
-70,021
Closed -$3.93M – 153
2022
Q3 		$3.93M Buy
70,021
+10,747
+18% +$706K 2.14% 10
2022
Q2 		$3.86M Buy
+59,274
New +$4.3M 1.72% 10

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Goodman Advisory Group's LTPZ Position: Q4 2022 in Review

Goodman Advisory Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2022, closing a stake of 70,021 shares — an estimated $3.93M sold.

Goodman Advisory Group first reported a position in LTPZ in Q2 2022 and held it in 2 quarters. The position peaked at $3.93M in Q3 2022. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2022.

  • Goodman Advisory Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Goodman Advisory Group sold 70,021 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $3.93M.
  • Goodman Advisory Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • Goodman Advisory Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.93M in Q3 2022.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Goodman Advisory Group's 13F filing for Q4 2022, filed 20 Jan 2023.