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 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

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return