Tortoise Investment Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Tortoise Investment 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
2026 Q1	$3.15M	Buy	61,697 +5,730	+10%	+$299K	0.26%	82
2025 Q4	$2.9M	Buy	55,967 +3,536	+7%	+$188K	0.25%	86
2025 Q3	$2.79M	Buy	52,431 +2,792	+6%	+$146K	0.25%	84
2025 Q2	$2.6M	Buy	49,639 +47,234	+1,964%	+$2.45M	0.25%	85
2025 Q1	$132K	Sell	2,405 -3,498	-59%	-$187K	0.01%	250
2024 Q4	$307K	Buy	5,903 +4,903	+490%	+$269K	0.03%	184
2024 Q3	$57.8K	Hold	1,000	–	–	0.01%	388
2024 Q2	$54.1K	Hold	1,000	–	–	0.01%	379
2024 Q1	$55.6K	Hold	1,000	–	–	0.01%	370
2023 Q4	$56.7K	Hold	1,000	–	–	0.01%	343
2023 Q3	$52.5K	Hold	1,000	–	–	0.01%	343
2023 Q2	$60K	Buy	+1,000	New	+$60.5K	0.01%	331
2022 Q4	–	Sell	-2,300	Closed	-$129K	–	786
2022 Q3	$129K	Buy	+2,300	New	+$151K	0.03%	222

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortoise Investment Management's LTPZ Position: Q1 2026 in Review

Tortoise Investment Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 10% in Q1 2026, buying an estimated $299K and bringing the position to 61,697 shares worth $3.15M. The position accounts for 0.26% of the portfolio, ranked #82.

Tortoise Investment Management first reported a position in LTPZ in Q3 2022 and has held it in 13 quarters since. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

Tortoise Investment Management held 61,697 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.15M as of Q1 2026.
Tortoise Investment Management bought 5,730 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $299K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.26% of Tortoise Investment Management's portfolio in Q1 2026, its #82 holding.
Tortoise Investment Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 13 quarters since.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.