Northwestern Mutual Wealth Management

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

Northwestern Mutual 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
2025 Q4	–	Sell	-74	Closed	-$3.94K	–	4156
2025 Q3	$3.94K	Buy	74 +4	+6%	+$209	﹤0.01%	3221
2025 Q2	$3.67K	Buy	+70	New	+$3.63K	﹤0.01%	3103
2024 Q4	–	Sell	-160	Closed	-$9.24K	–	3775
2024 Q3	$9.24K	Buy	+160	New	+$9K	﹤0.01%	2715
2023 Q4	–	Sell	-300	Closed	-$15.8K	–	3586
2023 Q3	$15.8K	Buy	+300	New	+$16.9K	﹤0.01%	2380
2022 Q3	–	Sell	-100	Closed	-$7K	–	3272
2022 Q2	$7K	Buy	+100	New	+$7.26K	﹤0.01%	2630
2021 Q3	–	Sell	-60	Closed	-$5K	–	3129
2021 Q2	$5K	Buy	+60	New	+$4.99K	﹤0.01%	2646
2019 Q2	–	Sell	-14	Closed	-$1K	–	2623
2019 Q1	$1K	Buy	+14	New	+$892	﹤0.01%	2427
2018 Q3	–	Sell	-97	Closed	-$7K	–	2558
2018 Q2	$7K	Buy	+97	New	+$6.44K	﹤0.01%	1933
2014 Q1	–	Sell	-350	Closed	-$20K	–	1380
2013 Q4	$20K	Buy	+350	New	+$20.6K	﹤0.01%	775

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

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

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

Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return

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

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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

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