Main Street Financial Solutions’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Main Street Financial Solutions’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	-5,060	Closed	-$295K	–	454
2022 Q4	$295K	Sell	5,060 -15,818	-76%	-$927K	0.05%	332
2022 Q3	$1.17M	Sell	20,878 -3,874	-16%	-$255K	0.19%	114
2022 Q2	$1.61M	Sell	24,752 -1,522	-6%	-$111K	0.21%	99
2022 Q1	$2.17M	Sell	26,274 -606	-2%	-$50.9K	0.32%	71
2021 Q4	$2.46M	Sell	26,880 -1,810	-6%	-$163K	0.35%	63
2021 Q3	$2.49M	Sell	28,690 -18	-0.1%	-$1.59K	0.38%	57
2021 Q2	$2.48M	Buy	28,708 +378	+1%	+$31.4K	0.4%	53
2021 Q1	$2.29M	Buy	28,330 +2,300	+9%	+$193K	0.41%	50
2020 Q4	$2.31M	Buy	+26,030	New	+$2.26M	0.47%	48

Other funds holding LTPZ

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 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

Main Street Financial Solutions's LTPZ Position: Q1 2023 in Review

Main Street Financial Solutions sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 5,060 shares — an estimated $295K sold.

Main Street Financial Solutions first reported a position in LTPZ in Q4 2020 and held it in 9 quarters. The position peaked at $2.49M in Q3 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

Main Street Financial Solutions reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Main Street Financial Solutions sold 5,060 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $295K.
Main Street Financial Solutions first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 9 quarters.
Main Street Financial Solutions's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.49M in Q3 2021.
81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Main Street Financial Solutions's 13F filing for Q1 2023, filed 21 Apr 2023.