LWM
LTPZ icon

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

Lifetime Wealth 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
2026
Q2 		$812K Sell
16,033
-324
-2% -$16.6K 0.47% 51
2026
Q1 		$835K Buy
16,357
+28
+0.2% +$1.46K 0.47% 53
2025
Q4 		$845K Buy
+16,329
New +$867K 0.53% 55

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

Lifetime Wealth Management's LTPZ Position: Q2 2026 in Review

Lifetime Wealth Management reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2% in Q2 2026, selling an estimated $16.6K and leaving 16,033 shares worth $812K. The position accounts for 0.47% of the portfolio, ranked #51.

Lifetime Wealth Management first reported a position in LTPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $845K in Q4 2025. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Lifetime Wealth Management held 16,033 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $812K as of Q2 2026.
  • Lifetime Wealth Management sold 324 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $16.6K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.47% of Lifetime Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Lifetime Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $845K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.