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

Greenline 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
2026 Q1	$606K	Sell	11,880 -17,459	-60%	-$911K	0.07%	117
2025 Q4	$1.52M	Sell	29,339 -59	-0.2%	-$3.13K	0.17%	86
2025 Q3	$1.57M	Buy	29,398 +2,190	+8%	+$114K	0.19%	83
2025 Q2	$1.43M	Buy	+27,208	New	+$1.41M	0.19%	83
2025 Q1	–	Sell	-34,227	Closed	-$1.78M	–	597
2024 Q4	$1.78M	Sell	34,227 -4,445	-11%	-$243K	0.25%	77
2024 Q3	$2.23M	Sell	38,672 -1,029	-3%	-$57.9K	0.32%	63
2024 Q2	$2.11M	Buy	39,701 +1,459	+4%	+$78.6K	0.32%	68
2024 Q1	$2.12M	Buy	38,242 +4,393	+13%	+$243K	0.34%	61
2023 Q4	$1.92M	Sell	33,849 -2,778	-8%	-$148K	0.32%	65
2023 Q3	$1.92M	Buy	36,627 +6,856	+23%	+$387K	0.36%	60
2023 Q2	$1.79M	Buy	29,771 +4,322	+17%	+$261K	0.33%	62
2023 Q1	$1.57M	Buy	25,449 +4,924	+24%	+$299K	0.3%	67
2022 Q4	$1.2M	Buy	+20,525	New	+$1.2M	0.24%	77
2021 Q3	–	Sell	-3,524	Closed	-$304K	–	132
2021 Q2	$304K	Buy	+3,524	New	+$293K	0.06%	99

Other funds holding LTPZ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return