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Interchange Capital Partners’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-441
Closed -$39K – 736
2020
Q4 		$39K Buy
+441
New +$38.3K 0.02% 450

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TCCM
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Interchange Capital Partners's LTPZ Position: Q1 2021 in Review

Interchange Capital Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2021, closing a stake of 441 shares — an estimated $39K sold.

Interchange Capital Partners first reported a position in LTPZ in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 67 funds tracked by Wall St. Rank hold LTPZ as of Q1 2021.

  • Interchange Capital Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 441 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $39K.
  • Interchange Capital Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $39K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.