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

LifeGuide Financial 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
2023
Q1 		– Sell
-5,184
Closed -$302K – 32
2022
Q4 		$302K Buy
+5,184
New +$304K 0.26% 24

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 $256M AUM 23.47% 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

LifeGuide Financial Advisors's LTPZ Position: Q1 2023 in Review

LifeGuide Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 5,184 shares — an estimated $302K sold.

LifeGuide Financial Advisors first reported a position in LTPZ in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • LifeGuide Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 5,184 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $302K.
  • LifeGuide Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • LifeGuide Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $302K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on LifeGuide Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.