Modera Wealth Management’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 | $250K | Buy |
4,757
+27
| +0.6% | +$1.42K | ﹤0.01% | 572 |
|
|
2025
Q1 | $259K | Hold |
4,730
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $246K | Buy |
+4,730
| New | +$246K | ﹤0.01% | 550 |
|
|
2024
Q1 | – | Sell |
-12,217
| Closed | -$692K | – | 576 |
|
|
2023
Q4 | $692K | Buy |
+12,217
| New | +$692K | 0.01% | 332 |
|
|
2023
Q2 | – | Sell |
-3,345
| Closed | -$206K | – | 569 |
|
|
2023
Q1 | $206K | Buy |
+3,345
| New | +$206K | 0.01% | 333 |
|