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

Plante Moran Financial 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
Q1 		– Sell
-1
Closed -$52 – 822
2025
Q4 		$52 Buy
+1
New +$53 ﹤0.01% 798
2023
Q1 		– Sell
-20
Closed -$1.17K – 855
2022
Q4 		$1.17K Buy
+20
New +$1.17K ﹤0.01% 760

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Plante Moran Financial Advisors's LTPZ Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 1 share — an estimated $52 sold.

Plante Moran Financial Advisors first reported a position in LTPZ in Q4 2022 and held it in 2 quarters. The position peaked at $1.17K in Q4 2022. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share in Q1 2026, an estimated $52.
  • Plante Moran Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.17K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.