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Teamwork Financial Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Teamwork Financial 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
2022
Q3 		– Sell
-9,265
Closed -$604K – 219
2022
Q2 		$604K Sell
9,265
-652
-7% -$47.4K 0.13% 110
2022
Q1 		$819K Buy
+9,917
New +$833K 0.15% 117

Other funds holding LTPZ

Barclays
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FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teamwork Financial Advisors's LTPZ Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2022, closing a stake of 9,265 shares — an estimated $604K sold.

Teamwork Financial Advisors first reported a position in LTPZ in Q1 2022 and held it in 2 quarters. The position peaked at $819K in Q1 2022. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 9,265 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $604K.
  • Teamwork Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $819K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.