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Redhawk Wealth Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Redhawk Wealth 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
2021
Q4 		– Sell
-29,660
Closed -$2.57M – 241
2021
Q3 		$2.57M Buy
+29,660
New +$2.62M 0.71% 38
2021
Q1 		– Sell
-13,347
Closed -$1.18M – 244
2020
Q4 		$1.18M Sell
13,347
-4,154
-24% -$361K 0.3% 61
2020
Q3 		$1.53M Buy
+17,501
New +$1.52M 0.44% 57

Other funds holding LTPZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Redhawk Wealth Advisors's LTPZ Position: Q4 2021 in Review

Redhawk Wealth Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2021, closing a stake of 29,660 shares — an estimated $2.57M sold.

Redhawk Wealth Advisors first reported a position in LTPZ in Q3 2020 and held it in 3 quarters. The position peaked at $2.57M in Q3 2021. 87 funds tracked by Wall St. Rank hold LTPZ as of Q4 2021.

  • Redhawk Wealth Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 29,660 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2021, an estimated $2.57M.
  • Redhawk Wealth Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
  • Redhawk Wealth Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.57M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2021.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.