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Howard Bailey Securities’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Howard Bailey Securities’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 		$637K Buy
+12,573
New +$643K 0.24% 51
2025
Q1 		– Sell
-15,456
Closed -$805K – 169
2024
Q4 		$805K Sell
15,456
-1,274
-8% -$69.8K 0.3% 56
2024
Q3 		$966K Buy
+16,730
New +$941K 0.37% 47

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

Howard Bailey Securities's LTPZ Position: Q2 2026 in Review

Howard Bailey Securities opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 12,573 shares worth $637K. The stake represents 0.24% of the portfolio and ranks #51 among its holdings. This is a return to the name: Howard Bailey Securities previously reported a position in LTPZ as recently as Q4 2024.

Howard Bailey Securities first reported a position in LTPZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $966K in Q3 2024. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Howard Bailey Securities held 12,573 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $637K as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Howard Bailey Securities position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.24% of Howard Bailey Securities's portfolio in Q2 2026, its #51 holding.
  • Howard Bailey Securities first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
  • Howard Bailey Securities's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $966K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.