Private Wealth Advisors (California)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Private Wealth Advisors (California)’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	-42,934	Closed	-$2.22M	–	102
2025 Q4	$2.22M	Sell	42,934 -3,662	-8%	-$194K	0.71%	43
2025 Q3	$2.48M	Sell	46,596 -2,322	-5%	-$121K	0.83%	40
2025 Q2	$2.57M	Buy	48,918 +1,377	+3%	+$71.3K	0.94%	39
2025 Q1	$2.61M	Buy	47,541 +1,244	+3%	+$66.5K	0.94%	38
2024 Q4	$2.41M	Buy	46,297 +2,580	+6%	+$141K	0.95%	38
2024 Q3	$2.54M	Buy	43,717 +283	+0.7%	+$15.9K	0.97%	39
2024 Q2	$2.31M	Buy	43,434 +4,185	+11%	+$225K	0.89%	38
2024 Q1	$2.18M	Buy	39,249 +580	+1%	+$32.1K	0.89%	36
2023 Q4	$2.19M	Buy	+38,669	New	+$2.05M	0.85%	33

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Wealth Advisors (California)'s LTPZ Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 42,934 shares — an estimated $2.22M sold.

Private Wealth Advisors (California) first reported a position in LTPZ in Q4 2023 and held it in 9 quarters. The position peaked at $2.61M in Q1 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

Private Wealth Advisors (California) reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 42,934 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $2.22M.
Private Wealth Advisors (California) first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 9 quarters.
Private Wealth Advisors (California)'s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.61M in Q1 2025.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.