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Heritage Wealth Management (Arizona)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$20.6K Buy
354
+177
+100% +$10.4K ﹤0.01% 656
2022
Q3 		$10K Hold
177
– – ﹤0.01% 652
2022
Q2 		$11.5K Hold
177
– – ﹤0.01% 643
2022
Q1 		$15K Buy
+177
New +$14.9K ﹤0.01% 651

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LTPZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 100% in Q4 2022, buying an estimated $10.4K and bringing the position to 354 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Heritage Wealth Management (Arizona) first reported a position in LTPZ in Q1 2022 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 354 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $20.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 177 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $10.4K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #656 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.