L.J. Altfest & Co’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

L.J. Altfest & Co’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	$14.4M	Buy	284,363 +9,260	+3%	+$474K	1.4%	17
2026 Q1	$14M	Buy	275,103 +63,353	+30%	+$3.31M	1.5%	15
2025 Q4	$11M	Buy	211,750 +81,775	+63%	+$4.34M	1.2%	22
2025 Q3	$6.93M	Buy	129,975 +65,192	+101%	+$3.4M	0.77%	31
2025 Q2	$3.4M	Buy	+64,783	New	+$3.35M	0.4%	52

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

L.J. Altfest & Co's LTPZ Position: Q2 2026 in Review

L.J. Altfest & Co increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 3.4% in Q2 2026, buying an estimated $474K and bringing the position to 284,363 shares worth $14.4M. The position accounts for 1.4% of the portfolio, ranked #17.

L.J. Altfest & Co first reported a position in LTPZ in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

L.J. Altfest & Co held 284,363 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $14.4M as of Q2 2026.
L.J. Altfest & Co bought 9,260 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $474K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1.4% of L.J. Altfest & Co's portfolio in Q2 2026, its #17 holding.
L.J. Altfest & Co first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2025 and has held it in 5 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 L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.