HI
LTPZ icon

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

Harbour Investments’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 		$42.8K Hold
845
– – ﹤0.01% 2479
2026
Q1 		$43.1K Buy
+845
New +$44.1K ﹤0.01% 2424
2025
Q2 		– Sell
-7,081
Closed -$388K – 3677
2025
Q1 		$388K Hold
7,081
– – 0.01% 816
2024
Q4 		$369K Hold
7,081
– – 0.01% 802
2024
Q3 		$409K Hold
7,081
– – 0.01% 738
2024
Q2 		$383K Hold
7,081
– – 0.01% 704
2024
Q1 		$393K Hold
7,081
– – 0.01% 683
2023
Q4 		$401K Hold
7,081
– – 0.02% 612
2023
Q3 		$372K Sell
7,081
-366
-5% -$20.7K 0.02% 575
2023
Q2 		$447K Buy
7,447
+90
+1% +$5.44K 0.02% 528
2023
Q1 		$454K Buy
7,357
+38
+0.5% +$2.31K 0.02% 497
2022
Q4 		$426K Buy
7,319
+1,557
+27% +$91.2K 0.03% 495
2022
Q3 		$376K Hold
5,762
– – 0.03% 489
2022
Q2 		$376K Buy
+5,762
New +$418K 0.03% 489
2021
Q4 		$403K Sell
4,410
-346
-7% -$31.2K 0.02% 484
2021
Q3 		$412K Buy
4,756
+666
+16% +$58.9K 0.01% 720
2021
Q2 		$353K Buy
4,090
+933
+30% +$77.6K 0.01% 814
2021
Q1 		$255K Buy
+3,157
New +$265K 0.01% 871

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

Harbour Investments's LTPZ Position: Q2 2026 in Review

Harbour Investments held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q2 2026 at 845 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Harbour Investments first reported a position in LTPZ in Q1 2021 and has held it in 18 quarters since. The position peaked at $454K in Q1 2023. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Harbour Investments held 845 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $42.8K as of Q2 2026.
  • Harbour Investments left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2479 holding.
  • Harbour Investments first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $454K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.