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
Q2 		$211K Buy
4,121
+442
+12% +$22.6K ﹤0.01% 2552
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

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Jones Financial Companies's LTPZ Position: Q2 2026 in Review

Jones Financial Companies increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 12% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,121 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Jones Financial Companies first reported a position in LTPZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $486K in Q1 2025. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Jones Financial Companies held 4,121 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $211K as of Q2 2026.
  • Jones Financial Companies bought 442 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $22.6K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2552 holding.
  • Jones Financial Companies first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $486K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.