MWM
LTPZ icon

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

MBE 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
2022
Q1 		– Sell
-2,282
Closed -$208K – 71
2021
Q4 		$208K Buy
+2,282
New +$206K 0.11% 61

Other funds holding LTPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MBE Wealth Management's LTPZ Position: Q1 2022 in Review

MBE Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 2,282 shares — an estimated $208K sold.

MBE Wealth Management first reported a position in LTPZ in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • MBE Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • MBE Wealth Management sold 2,282 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $208K.
  • MBE Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • MBE Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $208K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on MBE Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.