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

Ritholtz Wealth Management’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
-7,671
Closed -$665K – 570
2021
Q3 		$665K Buy
+7,671
New +$679K 0.05% 205

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UBS Group
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Betterment LLC
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Ritholtz Wealth Management's LTPZ Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2021, closing a stake of 7,671 shares — an estimated $665K sold.

Ritholtz Wealth Management first reported a position in LTPZ in Q3 2021 and held it in 1 quarter. The position peaked at $665K in Q3 2021. 88 funds tracked by Wall St. Rank hold LTPZ as of Q4 2021.

  • Ritholtz Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,671 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2021, an estimated $665K.
  • Ritholtz Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $665K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.