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

Key Financial Inc’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
2023
Q4 		– Sell
-456
Closed -$24K – 1344
2023
Q3 		$24K Buy
+456
New +$25.7K 0.01% 529

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Key Financial Inc's LTPZ Position: Q4 2023 in Review

Key Financial Inc sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 456 shares — an estimated $24K sold.

Key Financial Inc first reported a position in LTPZ in Q3 2023 and held it in 1 quarter. The position peaked at $24K in Q3 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

  • Key Financial Inc reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 456 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $24K.
  • Key Financial Inc first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Key Financial Inc's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $24K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.