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

Kastel Capital Advisors’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 		$265K Buy
5,196
+1,091
+27% +$55.8K 0.17% 52
2026
Q1 		$212K Hold
4,105
– – 0.13% 53
2025
Q4 		$212K Buy
+4,105
New +$218K 0.13% 53

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

Kastel Capital Advisors's LTPZ Position: Q2 2026 in Review

Kastel Capital Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 27% in Q2 2026, buying an estimated $55.8K and bringing the position to 5,196 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #52.

Kastel Capital Advisors first reported a position in LTPZ in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Kastel Capital Advisors held 5,196 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $265K as of Q2 2026.
  • Kastel Capital Advisors bought 1,091 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $55.8K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.17% of Kastel Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Kastel Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.