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LTPZ icon

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

Nottingham 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
2024
Q2 		– Sell
-102,750
Closed -$5.71M – 160
2024
Q1 		$5.71M Sell
102,750
-2,285
-2% -$126K 0.7% 32
2023
Q4 		$5.95M Buy
+105,035
New +$5.58M 0.83% 29

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

Nottingham Advisors's LTPZ Position: Q2 2024 in Review

Nottingham Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2024, closing a stake of 102,750 shares — an estimated $5.71M sold.

Nottingham Advisors first reported a position in LTPZ in Q4 2023 and held it in 2 quarters. The position peaked at $5.95M in Q4 2023. 77 funds tracked by Wall St. Rank hold LTPZ as of Q2 2024.

  • Nottingham Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Nottingham Advisors sold 102,750 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $5.71M.
  • Nottingham Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
  • Nottingham Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $5.95M in Q4 2023.
  • 77 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Nottingham Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.