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

Private Ocean’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
2023
Q3 		– Sell
-2,507
Closed -$151K – 531
2023
Q2 		$151K Buy
+2,507
New +$152K 0.02% 161

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Ocean's LTPZ Position: Q3 2023 in Review

Private Ocean sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2023, closing a stake of 2,507 shares — an estimated $151K sold.

Private Ocean first reported a position in LTPZ in Q2 2023 and held it in 1 quarter. The position peaked at $151K in Q2 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q3 2023.

  • Private Ocean reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Private Ocean sold 2,507 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $151K.
  • Private Ocean first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • Private Ocean's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $151K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.