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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
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 $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Greenwich Wealth Management's LTPZ Position: Q1 2026 in Review

Greenwich Wealth Management held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q1 2026 at 5,523 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #248.

Greenwich Wealth Management first reported a position in LTPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Greenwich Wealth Management held 5,523 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $282K as of Q1 2026.
  • Greenwich Wealth Management left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #248 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 3 quarters since.
  • Greenwich Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $286K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.