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

MAS 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
2024
Q4 		– Sell
-8,335
Closed -$481K – 76
2024
Q3 		$481K Hold
8,335
– – 1.03% 35
2024
Q2 		$451K Hold
8,335
– – 1.07% 34
2024
Q1 		$463K Hold
8,335
– – 0.53% 40
2023
Q4 		$472K Sell
8,335
-731
-8% -$38.8K 0.61% 35
2023
Q3 		$476K Buy
9,066
+1,532
+20% +$86.5K 0.68% 35
2023
Q2 		$452K Sell
7,534
-7,958
-51% -$481K 0.63% 35
2023
Q1 		$956K Sell
15,492
-3,269
-17% -$199K 0.93% 32
2022
Q4 		$1.09M Sell
18,761
-2,853
-13% -$167K 1.03% 32
2022
Q3 		$1.21M Buy
21,614
+390
+2% +$25.6K 0.81% 37
2022
Q2 		$1.38M Buy
21,224
+1,579
+8% +$115K 1.25% 30
2022
Q1 		$1.62M Buy
19,645
+1,942
+11% +$163K 1.24% 28
2021
Q4 		$1.62M Buy
+17,703
New +$1.59M 1.19% 28

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAS Advisors's LTPZ Position: Q4 2024 in Review

MAS Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 8,335 shares — an estimated $481K sold.

MAS Advisors first reported a position in LTPZ in Q4 2021 and held it in 12 quarters. The position peaked at $1.62M in Q1 2022. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • MAS Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • MAS Advisors sold 8,335 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $481K.
  • MAS Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 12 quarters.
  • MAS Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.62M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on MAS Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.