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

Modera 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
2026 Q2	$241K	Hold	4,757	–	–	﹤0.01%	596
2026 Q1	$243K	Hold	4,757	–	–	﹤0.01%	575
2025 Q4	$246K	Hold	4,757	–	–	﹤0.01%	587
2025 Q3	$253K	Hold	4,757	–	–	﹤0.01%	577
2025 Q2	$250K	Buy	4,757 +27	+0.6%	+$1.4K	﹤0.01%	572
2025 Q1	$259K	Hold	4,730	–	–	﹤0.01%	537
2024 Q4	$246K	Buy	+4,730	New	+$259K	﹤0.01%	551
2024 Q1	–	Sell	-12,217	Closed	-$692K	–	576
2023 Q4	$692K	Buy	+12,217	New	+$649K	0.01%	332
2023 Q2	–	Sell	-3,345	Closed	-$206K	–	569
2023 Q1	$206K	Buy	+3,345	New	+$203K	0.01%	333

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Modera Wealth Management's LTPZ Position: Q2 2026 in Review

Modera Wealth Management held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q2 2026 at 4,757 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Modera Wealth Management first reported a position in LTPZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $692K in Q4 2023. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Modera Wealth Management held 4,757 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $241K as of Q2 2026.
Modera Wealth Management left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #596 holding.
Modera Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 9 quarters since.
Modera Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $692K in Q4 2023.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.