GWM
LTPZ icon

Greenwich Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Greenwich Wealth Management’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 		$230K Sell
4,547
-976
-18% -$49.9K 0.01% 271
2026
Q1 		$282K Hold
5,523
– – 0.01% 248
2025
Q4 		$286K Buy
5,523
+642
+13% +$34.1K 0.01% 240
2025
Q3 		$260K Buy
+4,881
New +$255K 0.01% 244

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

Greenwich Wealth Management's LTPZ Position: Q2 2026 in Review

Greenwich Wealth Management reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 18% in Q2 2026, selling an estimated $49.9K and leaving 4,547 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #271.

Greenwich Wealth Management first reported a position in LTPZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $286K in Q4 2025. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Greenwich Wealth Management held 4,547 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $230K as of Q2 2026.
  • Greenwich Wealth Management sold 976 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $49.9K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Greenwich Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Greenwich Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $286K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.