MA
LTPZ icon

Mutual Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Mutual Advisors’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 		$228K Hold
4,507
– – ﹤0.01% 1283
2026
Q1 		$230K Buy
+4,507
New +$235K ﹤0.01% 1230
2024
Q4 		– Sell
-8,750
Closed -$484K – 1112
2024
Q3 		$484K Sell
8,750
-2,165
-20% -$122K 0.01% 720
2024
Q2 		$600K Buy
10,915
+1,570
+17% +$84.5K 0.02% 638
2024
Q1 		$519K Sell
9,345
-189
-2% -$10.5K 0.02% 685
2023
Q4 		$540K Buy
9,534
+427
+5% +$22.7K 0.02% 631
2023
Q3 		$479K Buy
9,107
+2,032
+29% +$115K 0.02% 635
2023
Q2 		$425K Buy
+7,075
New +$428K 0.02% 692
2022
Q2 		– Sell
-2,518
Closed -$208K – 897
2022
Q1 		$208K Buy
+2,518
New +$211K 0.01% 817

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Mutual Advisors's LTPZ Position: Q2 2026 in Review

Mutual Advisors held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q2 2026 at 4,507 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Mutual Advisors first reported a position in LTPZ in Q1 2022 and has held it in 9 quarters since. The position peaked at $600K in Q2 2024. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Mutual Advisors held 4,507 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $228K as of Q2 2026.
  • Mutual Advisors 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 Mutual Advisors's portfolio in Q2 2026, its #1283 holding.
  • Mutual Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 9 quarters since.
  • Mutual Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $600K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.