TCCM
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Timber Creek Capital Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Timber Creek Capital Management’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
Q3 		– Sell
-745
Closed -$40.3K – 116
2024
Q2 		$40.3K Sell
745
-1,234
-62% -$66.4K 0.01% 100
2024
Q1 		$110K Sell
1,979
-746
-27% -$41.3K 0.03% 84
2023
Q4 		$154K Sell
2,725
-102,603
-97% -$5.45M 0.05% 73
2023
Q3 		$5.53M Sell
105,328
-336
-0.3% -$19K 2% 17
2023
Q2 		$6.34M Buy
105,664
+3,506
+3% +$212K 2.18% 15
2023
Q1 		$6.3M Buy
102,158
+11,085
+12% +$673K 2.25% 12
2022
Q4 		$5.3M Buy
91,073
+49,658
+120% +$2.91M 2.01% 17
2022
Q3 		$2.32M Buy
41,415
+260
+0.6% +$17.1K 0.92% 39
2022
Q2 		$2.68M Sell
41,155
-44,359
-52% -$3.22M 0.89% 43
2022
Q1 		$7.06M Sell
85,514
-5,877
-6% -$494K 2.14% 15
2021
Q4 		$8.35M Sell
91,391
-1,217
-1% -$110K 2.49% 12
2021
Q3 		$8.03M Sell
92,608
-1,387
-1% -$123K 2.55% 12
2021
Q2 		$8.12M Sell
93,995
-7,814
-8% -$650K 2.63% 11
2021
Q1 		$8.22M Sell
101,809
-15,278
-13% -$1.28M 3.16% 11
2020
Q4 		$10.4M Buy
117,087
+93,433
+395% +$8.12M 4.6% 6
2020
Q3 		$2.07M Buy
+23,654
New +$2.06M 1.14% 29

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Timber Creek Capital Management's LTPZ Position: Q3 2024 in Review

Timber Creek Capital Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2024, closing a stake of 745 shares — an estimated $40.3K sold.

Timber Creek Capital Management first reported a position in LTPZ in Q3 2020 and held it in 16 quarters. The position peaked at $10.4M in Q4 2020. 80 funds tracked by Wall St. Rank hold LTPZ as of Q3 2024.

  • Timber Creek Capital Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Timber Creek Capital Management sold 745 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $40.3K.
  • Timber Creek Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 16 quarters.
  • Timber Creek Capital Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $10.4M in Q4 2020.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Timber Creek Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.