Jones Financial Companies
LTPZ icon

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

Jones Financial Companies’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 		$185K Sell
3,679
-91
-2% -$4.75K ﹤0.01% 2432
2025
Q4 		$195K Buy
3,770
+2,372
+170% +$126K ﹤0.01% 1920
2025
Q3 		$74.1K Sell
1,398
-6,843
-83% -$357K ﹤0.01% 2205
2025
Q2 		$429K Sell
8,241
-712
-8% -$36.9K ﹤0.01% 1330
2025
Q1 		$486K Buy
8,953
+3,889
+77% +$208K ﹤0.01% 1136
2024
Q4 		$264K Buy
5,064
+3,115
+160% +$171K ﹤0.01% 1231
2024
Q3 		$112K Buy
+1,949
New +$110K ﹤0.01% 1356

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EW
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LJAC
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Northern Trust
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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return