GLR
LTPZ icon

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

Great Lakes Retirement’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
Q2 		$239K Buy
+4,725
New +$242K 0.02% 198
2025
Q1 		– Sell
-19,450
Closed -$1.01M – 211
2024
Q4 		$1.01M Sell
19,450
-943
-5% -$51.6K 0.13% 145
2024
Q3 		$1.18M Buy
20,393
+8,289
+68% +$466K 0.15% 138
2024
Q2 		$654K Buy
12,104
+6,168
+104% +$332K 0.09% 157
2024
Q1 		$330K Buy
+5,936
New +$328K 0.05% 194
2023
Q4 		– Sell
-7,480
Closed -$393K – 224
2023
Q3 		$393K Buy
+7,480
New +$422K 0.07% 181

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Great Lakes Retirement's LTPZ Position: Q2 2026 in Review

Great Lakes Retirement opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 4,725 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Great Lakes Retirement previously reported a position in LTPZ as recently as Q4 2024.

Great Lakes Retirement first reported a position in LTPZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2024. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Great Lakes Retirement held 4,725 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $239K as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Great Lakes Retirement position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.02% of Great Lakes Retirement's portfolio in Q2 2026, its #198 holding.
  • Great Lakes Retirement first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and has held it in 6 quarters since.
  • Great Lakes Retirement's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.18M in Q3 2024.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.