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

IFP Advisors’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
-3,500
Closed -$181K – 5098
2025
Q4 		$181K Hold
3,500
– – ﹤0.01% 1424
2025
Q3 		$186K Buy
3,500
+1,000
+40% +$52.2K ﹤0.01% 1321
2025
Q2 		$131K Buy
2,500
+2,291
+1,096% +$119K ﹤0.01% 1492
2025
Q1 		$11.5K Hold
209
– – ﹤0.01% 2539
2024
Q4 		$10.9K Buy
209
+1
+0.5% +$55 ﹤0.01% 2498
2024
Q3 		$12K Buy
208
+2
+1% +$113 ﹤0.01% 2347
2024
Q2 		$11.2K Buy
206
+4
+2% +$215 ﹤0.01% 2306
2024
Q1 		$11.2K Hold
202
– – ﹤0.01% 2188
2023
Q4 		$11.5K Buy
202
+2
+1% +$106 ﹤0.01% 2143
2023
Q3 		$10.5K Buy
200
+3
+2% +$169 ﹤0.01% 2237
2023
Q2 		$11.8K Buy
197
+2
+1% +$121 ﹤0.01% 2236
2023
Q1 		$12.9K Buy
195
+1
+0.5% +$61 ﹤0.01% 2193
2022
Q4 		$13K Buy
194
+1
+0.5% +$59 ﹤0.01% 3218
2022
Q3 		$13K Buy
193
+5
+3% +$329 ﹤0.01% 3453
2022
Q2 		$12K Hold
188
– – ﹤0.01% 3260
2022
Q1 		$12K Buy
188
+7
+4% +$588 ﹤0.01% 3260
2021
Q4 		$17K Sell
181
-410
-69% -$36.9K ﹤0.01% 2015
2021
Q3 		$52K Buy
591
+9
+2% +$796 ﹤0.01% 1561
2021
Q2 		$50K Sell
582
-877
-60% -$72.9K ﹤0.01% 1521
2021
Q1 		$117K Buy
+1,459
New +$122K ﹤0.01% 1100
2018
Q4 		– Sell
-414
Closed -$27K – 3727
2018
Q3 		$27K Hold
414
– – ﹤0.01% 2283
2018
Q2 		$28K Hold
414
– – ﹤0.01% 2267
2018
Q1 		$29K Hold
414
– – ﹤0.01% 2158
2017
Q4 		$29K Hold
414
– – ﹤0.01% 2184
2017
Q3 		$27K Buy
+414
New +$27.5K ﹤0.01% 2413

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's LTPZ Position: Q1 2026 in Review

IFP Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 3,500 shares — an estimated $181K sold.

IFP Advisors first reported a position in LTPZ in Q3 2017 and held it in 25 quarters. The position peaked at $186K in Q3 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • IFP Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 3,500 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $181K.
  • IFP Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 25 quarters.
  • IFP Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $186K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.