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

Perigon 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
2021
Q1 		– Sell
-432
Closed -$38K – 803
2020
Q4 		$38K Buy
+432
New +$37.6K ﹤0.01% 827

Other funds holding LTPZ

WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perigon Wealth Management's LTPZ Position: Q1 2021 in Review

Perigon Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2021, closing a stake of 432 shares — an estimated $38K sold.

Perigon Wealth Management first reported a position in LTPZ in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 67 funds tracked by Wall St. Rank hold LTPZ as of Q1 2021.

  • Perigon Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 432 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $38K.
  • Perigon Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $38K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.