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

SFG 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
2023
Q3 		– Sell
-4,365
Closed -$262K – 104
2023
Q2 		$262K Buy
+4,365
New +$264K 0.22% 77

Other funds holding LTPZ

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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFG Wealth Management's LTPZ Position: Q3 2023 in Review

SFG Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2023, closing a stake of 4,365 shares — an estimated $262K sold.

SFG Wealth Management first reported a position in LTPZ in Q2 2023 and held it in 1 quarter. The position peaked at $262K in Q2 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q3 2023.

  • SFG Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • SFG Wealth Management sold 4,365 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $262K.
  • SFG Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • SFG Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $262K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on SFG Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.