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

Merriman 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
2020
Q2 		– Sell
-3,000
Closed -$234K – 175
2020
Q1 		$234K Buy
+3,000
New +$228K 0.05% 135

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Merriman Wealth Management's LTPZ Position: Q2 2020 in Review

Merriman Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2020, closing a stake of 3,000 shares — an estimated $234K sold.

Merriman Wealth Management first reported a position in LTPZ in Q1 2020 and held it in 1 quarter. The position peaked at $234K in Q1 2020. 50 funds tracked by Wall St. Rank hold LTPZ as of Q2 2020.

  • Merriman Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 3,000 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $234K.
  • Merriman Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • Merriman Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $234K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.