Mid-American Wealth Advisory Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.74M | Buy |
185,581
+69,754
| +60% | +$3.66M | 4.63% | 6 |
|
2025
Q1 | $6.35M | Sell |
115,827
-20,553
| -15% | -$1.13M | 3.41% | 9 |
|
2024
Q4 | $7.1M | Buy |
136,380
+55,761
| +69% | +$2.9M | 4.18% | 8 |
|
2024
Q3 | $4.66M | Buy |
80,619
+4,034
| +5% | +$233K | 2.92% | 11 |
|
2024
Q2 | $4.14M | Buy |
76,585
+7,180
| +10% | +$388K | 2.64% | 14 |
|
2024
Q1 | $3.86M | Buy |
69,405
+9,745
| +16% | +$541K | 2.6% | 14 |
|
2023
Q4 | $3.38M | Sell |
59,660
-4,879
| -8% | -$277K | 2.51% | 14 |
|
2023
Q3 | $3.29M | Buy |
+64,539
| New | +$3.29M | 2.66% | 12 |
|