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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$490K Hold
2023
Q2
$559K Hold
2023
Q1
$575K Hold
2022
Q4
$543K Sell
2022
Q3
$1.83M Hold
2022
Q2
$2.13M Buy