IRON Financial
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
Q3 		$559K Sell
12,403
-838
-6% -$40.2K 0.23% 70
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

Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

IRON Financial's LTPZ Position: Q3 2026 in Review

IRON Financial reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 6.3% in Q3 2026, selling an estimated $40.2K and leaving 12,403 shares worth $559K. The position accounts for 0.23% of the portfolio, ranked #70.

IRON Financial first reported a position in LTPZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.2M in Q1 2022. 63 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

  • IRON Financial held 12,403 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $559K as of Q3 2026.
  • IRON Financial sold 838 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $40.2K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.23% of IRON Financial's portfolio in Q3 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 23 quarters since.
  • IRON Financial's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.2M in Q1 2022.
  • 63 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.