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Sound Income Strategies’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Sound Income Strategies’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
2024
Q2 		– Sell
-25
Closed -$1.39K – 1448
2024
Q1 		$1.39K Buy
+25
New +$1.38K ﹤0.01% 1129

Other funds holding LTPZ

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Jane Street
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AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Income Strategies's LTPZ Position: Q2 2024 in Review

Sound Income Strategies sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2024, closing a stake of 25 shares — an estimated $1.39K sold.

Sound Income Strategies first reported a position in LTPZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.39K in Q1 2024. 77 funds tracked by Wall St. Rank hold LTPZ as of Q2 2024.

  • Sound Income Strategies reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 25 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $1.39K.
  • Sound Income Strategies first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.39K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.