Lido Advisors
LTPZ icon

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

Lido 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 		$288K Buy
5,687
+950
+20% +$48.6K ﹤0.01% 1768
2026
Q1 		$242K Buy
+4,737
New +$247K ﹤0.01% 1683
2024
Q1 		– Sell
-5,449
Closed -$309K – 1437
2023
Q4 		$309K Sell
5,449
-1,131
-17% -$60.1K ﹤0.01% 1024
2023
Q3 		$346K Sell
6,580
-410
-6% -$23.1K ﹤0.01% 870
2023
Q2 		$420K Buy
6,990
+819
+13% +$49.5K ﹤0.01% 792
2023
Q1 		$381K Buy
6,171
+167
+3% +$10.1K ﹤0.01% 793
2022
Q4 		$350K Sell
6,004
-862
-13% -$50.5K ﹤0.01% 750
2022
Q3 		$385K Buy
6,866
+1,310
+24% +$86.1K ﹤0.01% 636
2022
Q2 		$362K Sell
5,556
-474
-8% -$34.4K ﹤0.01% 649
2022
Q1 		$497K Buy
6,030
+2,245
+59% +$189K 0.01% 604
2021
Q4 		$345K Buy
3,785
+771
+26% +$69.4K ﹤0.01% 750
2021
Q3 		$261K Buy
+3,014
New +$267K ﹤0.01% 793

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

Lido Advisors's LTPZ Position: Q2 2026 in Review

Lido Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 20% in Q2 2026, buying an estimated $48.6K and bringing the position to 5,687 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Lido Advisors first reported a position in LTPZ in Q3 2021 and has held it in 12 quarters since. The position peaked at $497K in Q1 2022. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Lido Advisors held 5,687 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $288K as of Q2 2026.
  • Lido Advisors bought 950 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $48.6K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1768 holding.
  • Lido Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and has held it in 12 quarters since.
  • Lido Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $497K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.