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Tennessee Valley Asset Management Partners’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-108
Closed -$6.14K – 467
2023
Q4 		$6.14K Buy
+108
New +$5.74K ﹤0.01% 532

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AIP
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NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's LTPZ Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024, closing a stake of 108 shares — an estimated $6.14K sold.

Tennessee Valley Asset Management Partners first reported a position in LTPZ in Q4 2023 and held it in 1 quarter. The position peaked at $6.14K in Q4 2023. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 108 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $6.14K.
  • Tennessee Valley Asset Management Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $6.14K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.