IF
LTPZ icon

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

IRON Financial’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
Q2 		$671K Sell
13,241
-1,928
-13% -$98.6K 0.28% 70
2026
Q1 		$774K Sell
15,169
-7,030
-32% -$367K 0.34% 56
2025
Q4 		$1.15M Buy
22,199
+92
+0.4% +$4.89K 0.53% 34
2025
Q3 		$1.18M Buy
22,107
+653
+3% +$34.1K 0.56% 31
2025
Q2 		$1.13M Buy
21,454
+961
+5% +$49.8K 0.58% 33
2025
Q1 		$1.12M Buy
20,493
+1,388
+7% +$74.2K 0.63% 30
2024
Q4 		$995K Sell
19,105
-13,843
-42% -$758K 0.56% 31
2024
Q3 		$1.9M Buy
32,948
+1,327
+4% +$74.6K 1.04% 23
2024
Q2 		$1.71M Sell
31,621
-147
-0.5% -$7.92K 0.96% 25
2024
Q1 		$1.77M Sell
31,768
-2,571
-7% -$142K 0.98% 24
2023
Q4 		$1.95M Buy
34,339
+140
+0.4% +$7.44K 1.1% 20
2023
Q3 		$1.8M Sell
34,199
-644
-2% -$36.4K 1.04% 21
2023
Q2 		$2.09M Buy
34,843
+1,350
+4% +$81.6K 1.12% 21
2023
Q1 		$2.07M Buy
33,493
+1,211
+4% +$73.5K 1.13% 22
2022
Q4 		$1.88M Buy
32,282
+2,092
+7% +$123K 1.08% 22
2022
Q3 		$1.69M Buy
30,190
+158
+0.5% +$10.4K 0.93% 26
2022
Q2 		$1.96M Buy
30,032
+3,423
+13% +$249K 1.02% 25
2022
Q1 		$2.2M Buy
26,609
+3,769
+17% +$317K 1.01% 25
2021
Q4 		$2.09M Buy
22,840
+926
+4% +$83.4K 0.93% 26
2021
Q3 		$1.9M Buy
21,914
+950
+5% +$84.1K 0.91% 26
2021
Q2 		$1.81M Buy
20,964
+3,590
+21% +$299K 0.85% 27
2021
Q1 		$1.4M Buy
+17,374
New +$1.46M 0.74% 21

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

IRON Financial's LTPZ Position: Q2 2026 in Review

IRON Financial reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 13% in Q2 2026, selling an estimated $98.6K and leaving 13,241 shares worth $671K. The position accounts for 0.28% of the portfolio, ranked #70.

IRON Financial first reported a position in LTPZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.2M in Q1 2022. 31 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • IRON Financial held 13,241 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $671K as of Q2 2026.
  • IRON Financial sold 1,928 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $98.6K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.28% of IRON Financial's portfolio in Q2 2026, its #70 holding.
  • IRON Financial first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • IRON Financial's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.2M in Q1 2022.
  • 31 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.