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SJBenen ADVISORY’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

SJBenen ADVISORY’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
Q2 		$3.33M Buy
66,474
+17,373
+35% +$888K 1.89% 10
2026
Q1 		$2.51M Sell
49,101
-30,585
-38% -$1.6M 2.09% 12
2025
Q4 		$4.12M Buy
+79,686
New +$4.23M 3.85% 8

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

SJBenen ADVISORY's LTPZ Position: Q2 2026 in Review

SJBenen ADVISORY increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 35% in Q2 2026, buying an estimated $888K and bringing the position to 66,474 shares worth $3.33M. The position accounts for 1.89% of the portfolio, ranked #10.

SJBenen ADVISORY first reported a position in LTPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.12M in Q4 2025. 91 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • SJBenen ADVISORY held 66,474 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.33M as of Q2 2026.
  • SJBenen ADVISORY bought 17,373 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $888K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1.89% of SJBenen ADVISORY's portfolio in Q2 2026, its #10 holding.
  • SJBenen ADVISORY first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • SJBenen ADVISORY's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $4.12M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.