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

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return