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

Independent Financial Group’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
2021
Q4 		– Sell
-2,450
Closed -$213K – 810
2021
Q3 		$213K Buy
+2,450
New +$217K 0.02% 651

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Independent Financial Group's LTPZ Position: Q4 2021 in Review

Independent Financial Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2021, closing a stake of 2,450 shares — an estimated $213K sold.

Independent Financial Group first reported a position in LTPZ in Q3 2021 and held it in 1 quarter. The position peaked at $213K in Q3 2021. 88 funds tracked by Wall St. Rank hold LTPZ as of Q4 2021.

  • Independent Financial Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,450 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2021, an estimated $213K.
  • Independent Financial Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Independent Financial Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $213K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.