Thrivent Financial for Lutherans
LTPZ icon

Thrivent Financial for Lutherans’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Thrivent Financial for Lutherans’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
2023
Q2 		– Sell
-6,303
Closed -$389K – 2505
2023
Q1 		$389K Sell
6,303
-220
-3% -$13.4K ﹤0.01% 2224
2022
Q4 		$380K Buy
6,523
+1,300
+25% +$76.1K ﹤0.01% 2198
2022
Q3 		$293K Buy
+5,223
New +$343K ﹤0.01% 2236
2017
Q2 		– Sell
-279
Closed -$18K – 2054
2017
Q1 		$18K Hold
279
– – ﹤0.01% 1931
2016
Q4 		$18K Buy
+279
New +$18.8K ﹤0.01% 1920

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Thrivent Financial for Lutherans's LTPZ Position: Q2 2023 in Review

Thrivent Financial for Lutherans sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2023, closing a stake of 6,303 shares — an estimated $389K sold.

Thrivent Financial for Lutherans first reported a position in LTPZ in Q4 2016 and held it in 5 quarters. The position peaked at $389K in Q1 2023. 74 funds tracked by Wall St. Rank hold LTPZ as of Q2 2023.

  • Thrivent Financial for Lutherans reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 6,303 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $389K.
  • Thrivent Financial for Lutherans first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 5 quarters.
  • Thrivent Financial for Lutherans's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $389K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2023, filed 14 Aug 2023.