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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
Q2 		$3.62M Buy
71,497
+9,800
+16% +$501K 0.27% 80
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 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Tortoise Investment Management's LTPZ Position: Q2 2026 in Review

Tortoise Investment Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 16% in Q2 2026, buying an estimated $501K and bringing the position to 71,497 shares worth $3.62M. The position accounts for 0.27% of the portfolio, ranked #80.

Tortoise Investment Management first reported a position in LTPZ in Q3 2022 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Tortoise Investment Management held 71,497 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $3.62M as of Q2 2026.
  • Tortoise Investment Management bought 9,800 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $501K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.27% of Tortoise Investment Management's portfolio in Q2 2026, its #80 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 14 quarters since.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.