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

IFG Advisory’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 Q3	$920K	Buy	20,389 +4,087	+25%	+$196K	0.03%	459
2026 Q2	$826K	Buy	+16,302	New	+$834K	0.03%	472
2026 Q1	–	Sell	-10,588	Closed	-$548K	–	669
2025 Q4	$548K	Buy	10,588 +1,014	+11%	+$53.9K	0.02%	487
2025 Q3	$510K	Buy	9,574 +1,155	+14%	+$60.3K	0.02%	489
2025 Q2	$442K	Buy	8,419 +875	+12%	+$45.3K	0.02%	495
2025 Q1	$414K	Buy	7,544 +384	+5%	+$20.5K	0.02%	474
2024 Q4	$373K	Buy	+7,160	New	+$392K	0.02%	482
2024 Q3	–	Sell	-5,716	Closed	-$309K	–	527
2024 Q2	$309K	Buy	+5,716	New	+$308K	0.02%	510
2024 Q1	–	Sell	-4,679	Closed	-$265K	–	490
2023 Q4	$265K	Buy	4,679 +105	+2%	+$5.58K	0.02%	493
2023 Q3	$240K	Buy	+4,574	New	+$258K	0.02%	479
2023 Q2	–	Sell	-3,904	Closed	-$241K	–	430
2023 Q1	$241K	Buy	+3,904	New	+$237K	0.02%	456

Other funds holding LTPZ

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFG Advisory's LTPZ Position: Q3 2026 in Review

IFG Advisory increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 25% in Q3 2026, buying an estimated $196K and bringing the position to 20,389 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #459.

IFG Advisory first reported a position in LTPZ in Q1 2023 and has held it in 11 quarters since. 59 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

IFG Advisory held 20,389 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $920K as of Q3 2026.
IFG Advisory bought 4,087 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $196K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #459 holding.
IFG Advisory first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 11 quarters since.
59 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.