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Signature Estate & Investment Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Signature Estate & Investment 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
2025
Q4 		– Sell
-3,771
Closed -$201K – 621
2025
Q3 		$201K Buy
+3,771
New +$197K ﹤0.01% 580
2025
Q2 		– Sell
-3,771
Closed -$207K – 589
2025
Q1 		$207K Buy
+3,771
New +$202K 0.01% 526

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Signature Estate & Investment Advisors's LTPZ Position: Q4 2025 in Review

Signature Estate & Investment Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 3,771 shares — an estimated $201K sold.

Signature Estate & Investment Advisors first reported a position in LTPZ in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2025. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Signature Estate & Investment Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,771 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $201K.
  • Signature Estate & Investment Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $207K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.