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Money Concepts Capital’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-5,617
Closed -$327K – 1876
2022
Q4 		$327K Buy
+5,617
New +$329K 0.01% 535
2022
Q2 		– Sell
-588
Closed -$49K – 2132
2022
Q1 		$49K Buy
+588
New +$49.4K ﹤0.01% 1245

Other funds holding LTPZ

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Money Concepts Capital's LTPZ Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 5,617 shares — an estimated $327K sold.

Money Concepts Capital first reported a position in LTPZ in Q1 2022 and held it in 2 quarters. The position peaked at $327K in Q4 2022. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • Money Concepts Capital reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,617 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $327K.
  • Money Concepts Capital first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $327K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.