Steward Partners Investment Advisory’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5K | Buy |
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|
2025
Q2 | $4.86K | Buy |
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|
2025
Q1 | $4.99K | Hold |
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|
2024
Q4 | $4.73K | Buy |
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|
2024
Q3 | $5.21K | Hold |
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|
2024
Q2 | $4.84K | Sell |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $4.97K | Buy |
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|
2023
Q3 | $4.56K | Buy |
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|
2023
Q2 | $5.15K | Buy |
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|
2023
Q1 | $5.22K | Sell |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $2.48M | Buy |
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|
2020
Q3 | $2.4M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.91M | Buy |
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|
2019
Q2 | $1.79M | Buy |
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|
2019
Q1 | $1.71M | Buy |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $1.57M | Buy |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $599K | Buy |
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|
2017
Q3 | $226K | Buy |
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