Koshinski Asset Management
LTPZ icon

Koshinski Asset Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Koshinski Asset Management’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
Q1 		– Sell
-6,101
Closed -$355K – 596
2022
Q4 		$355K Sell
6,101
-630
-9% -$36.9K 0.03% 425
2022
Q3 		$378K Hold
6,731
– – 0.05% 374
2022
Q2 		$439K Buy
6,731
+15
+0.2% +$1.09K 0.04% 391
2022
Q1 		$554K Sell
6,716
-450
-6% -$37.8K 0.05% 371
2021
Q4 		$655K Buy
7,166
+444
+7% +$40K 0.05% 351
2021
Q3 		$583K Buy
6,722
+3,097
+85% +$274K 0.05% 367
2021
Q2 		$313K Sell
3,625
-529
-13% -$44K 0.04% 424
2021
Q1 		$335K Hold
4,154
– – 0.04% 452
2020
Q4 		$368K Sell
4,154
-180
-4% -$15.7K 0.05% 393
2020
Q3 		$377 Sell
4,334
-606
-12% -$52.7K 0.05% 355
2020
Q2 		$412K Hold
4,940
– – 0.07% 316
2020
Q1 		$385K Hold
4,940
– – 0.08% 287
2019
Q4 		$358K Buy
+4,940
New +$360K 0.06% 380
2019
Q2 		– Sell
-4,940
Closed -$329 – 332
2019
Q1 		$329 Buy
+4,940
New +$315K 0.09% 271
2018
Q4 		– Sell
-5,915
Closed -$383K – 471
2018
Q3 		$383K Buy
5,915
+387
+7% +$25.7K 0.05% 376
2018
Q2 		$374K Sell
5,528
-15,476
-74% -$1.03M 0.11% 250
2018
Q1 		$1.41M Sell
21,004
-18,640
-47% -$1.24M 0.44% 69
2017
Q4 		$2.75M Sell
39,644
-623
-2% -$42K 0.69% 26
2017
Q3 		$2.67M Buy
40,267
+607
+2% +$40.3K 0.88% 14
2017
Q2 		$2.6M Buy
+39,660
New +$2.63M 0.95% 11

Other funds holding LTPZ

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Koshinski Asset Management's LTPZ Position: Q1 2023 in Review

Koshinski Asset Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 6,101 shares — an estimated $355K sold.

Koshinski Asset Management first reported a position in LTPZ in Q2 2017 and held it in 20 quarters. The position peaked at $2.75M in Q4 2017. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • Koshinski Asset Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 6,101 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $355K.
  • Koshinski Asset Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2017 and held it in 20 quarters.
  • Koshinski Asset Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.75M in Q4 2017.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Koshinski Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.