Private Wealth Advisors (California)’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
48,918
+1,377
| +3% | +$72.3K | 0.94% | 37 |
|
|
2025
Q1 | $2.61M | Buy |
47,541
+1,244
| +3% | +$68.2K | 0.94% | 35 |
|
|
2024
Q4 | $2.41M | Buy |
46,297
+2,580
| +6% | +$134K | 0.95% | 36 |
|
|
2024
Q3 | $2.54M | Buy |
43,717
+283
| +0.7% | +$16.5K | 0.97% | 37 |
|
|
2024
Q2 | $2.31M | Buy |
43,434
+4,185
| +11% | +$223K | 0.89% | 35 |
|
|
2024
Q1 | $2.18M | Buy |
39,249
+580
| +1% | +$32.2K | 0.89% | 35 |
|
|
2023
Q4 | $2.19M | Buy |
+38,669
| New | +$2.19M | 0.85% | 31 |
|