HI
LTPZ icon

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

Hudock Inc’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 		– Sell
-2,870
Closed -$161K – 461
2022
Q3 		$161K Buy
2,870
+68
+2% +$4.47K 0.05% 154
2022
Q2 		$182K Sell
2,802
-1,516
-35% -$110K 0.06% 149
2022
Q1 		$356K Buy
4,318
+37
+0.9% +$3.11K 0.1% 104
2021
Q4 		$391K Sell
4,281
-1,328
-24% -$120K 0.11% 98
2021
Q3 		$486K Sell
5,609
-1,423
-20% -$126K 0.15% 82
2021
Q2 		$607K Sell
7,032
-567
-7% -$47.1K 0.18% 68
2021
Q1 		$613K Buy
7,599
+269
+4% +$22.6K 0.19% 66
2020
Q4 		$649K Buy
7,330
+637
+10% +$55.4K 0.21% 60
2020
Q3 		$585K Buy
6,693
+714
+12% +$62.1K 0.22% 61
2020
Q2 		$498K Buy
5,979
+5,751
+2,522% +$475K 0.18% 64
2020
Q1 		$17K Buy
228
+20
+10% +$1.52K 0.01% 349
2019
Q4 		$15K Hold
208
– – 0.01% 383
2019
Q3 		$15K Hold
208
– – 0.01% 392
2019
Q2 		$14K Hold
208
– – 0.01% 392
2019
Q1 		$13K Sell
208
-213
-51% -$13.6K ﹤0.01% 383
2018
Q4 		$26K Sell
421
-2
-0.5% -$124 0.01% 295
2018
Q3 		$27K Sell
423
-174
-29% -$11.6K 0.01% 316
2018
Q2 		$40K Sell
597
-56,302
-99% -$3.74M 0.02% 257
2018
Q1 		$3.82M Buy
56,899
+45,574
+402% +$3.04M 1.59% 13
2017
Q4 		$784K Buy
11,325
+9,739
+614% +$657K 0.34% 40
2017
Q3 		$105K Buy
+1,586
New +$105K 0.05% 138

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return

Hudock Inc's LTPZ Position: Q4 2022 in Review

Hudock Inc sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2022, closing a stake of 2,870 shares — an estimated $161K sold.

Hudock Inc first reported a position in LTPZ in Q3 2017 and held it in 21 quarters. The position peaked at $3.82M in Q1 2018. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2022.

  • Hudock Inc reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 2,870 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $161K.
  • Hudock Inc first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 21 quarters.
  • Hudock Inc's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.82M in Q1 2018.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.