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Mid-American Wealth Advisory Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Mid-American Wealth Advisory Group’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
2026
Q2 		$8.68M Sell
171,345
-20,780
-11% -$1.06M 3.14% 8
2026
Q1 		$9.94M Hold
192,125
– – 4.2% 7
2025
Q4 		$9.94M Buy
192,125
+1,265
+0.7% +$67.2K 4.2% 7
2025
Q3 		$10.2M Buy
190,860
+5,279
+3% +$276K 4.54% 7
2025
Q2 		$9.74M Buy
185,581
+69,754
+60% +$3.61M 4.63% 6
2025
Q1 		$6.35M Sell
115,827
-20,553
-15% -$1.1M 3.41% 9
2024
Q4 		$7.1M Buy
136,380
+55,761
+69% +$3.05M 4.18% 8
2024
Q3 		$4.66M Buy
80,619
+4,034
+5% +$227K 2.92% 11
2024
Q2 		$4.14M Buy
76,585
+7,180
+10% +$387K 2.64% 14
2024
Q1 		$3.86M Buy
69,405
+9,745
+16% +$539K 2.6% 14
2023
Q4 		$3.38M Sell
59,660
-4,879
-8% -$259K 2.51% 14
2023
Q3 		$3.29M Buy
+64,539
New +$3.64M 2.66% 12

Other funds holding LTPZ

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Mid-American Wealth Advisory Group's LTPZ Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 11% in Q2 2026, selling an estimated $1.06M and leaving 171,345 shares worth $8.68M. The position accounts for 3.14% of the portfolio, ranked #8.

Mid-American Wealth Advisory Group first reported a position in LTPZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q3 2025. 12 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Mid-American Wealth Advisory Group held 171,345 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $8.68M as of Q2 2026.
  • Mid-American Wealth Advisory Group sold 20,780 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.06M.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 3.14% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Mid-American Wealth Advisory Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
  • Mid-American Wealth Advisory Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $10.2M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.