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

NorthRock Partners’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
2024
Q2 		– Sell
-237
Closed -$13.2K – 841
2024
Q1 		$13.2K Buy
+237
New +$13.1K ﹤0.01% 730

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners's LTPZ Position: Q2 2024 in Review

NorthRock Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2024, closing a stake of 237 shares — an estimated $13.2K sold.

NorthRock Partners first reported a position in LTPZ in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 77 funds tracked by Wall St. Rank hold LTPZ as of Q2 2024.

  • NorthRock Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 237 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $13.2K.
  • NorthRock Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • NorthRock Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $13.2K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.