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 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

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return