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Transamerica Financial Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Transamerica Financial Advisors’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
-1
Closed -$1K – 656
2023
Q4 		$1K Hold
1
– – ﹤0.01% 512
2023
Q3 		$1K Hold
1
– – ﹤0.01% 534
2023
Q2 		$1K Hold
1
– – ﹤0.01% 505
2023
Q1 		$1K Hold
1
– – ﹤0.01% 487
2022
Q4 		$1K Hold
1
– – ﹤0.01% 559
2022
Q3 		$1K Hold
1
– – ﹤0.01% 525
2022
Q2 		$1K Buy
+1
New +$73 ﹤0.01% 541
2020
Q3 		– Sell
-1
Closed -$1K – 363
2020
Q2 		$1K Buy
+1
New +$83 ﹤0.01% 436
2019
Q3 		– Sell
-2
Closed -$1K – 357
2019
Q2 		$1K Buy
+2
New +$134 ﹤0.01% 488
2019
Q1 		– Sell
-6
Closed -$1K – 317
2018
Q4 		$1K Sell
6
-3
-33% -$186 ﹤0.01% 453
2018
Q3 		$1K Sell
9
-8
-47% -$532 ﹤0.01% 457
2018
Q2 		$2K Sell
17
-7,571
-100% -$503K ﹤0.01% 327
2018
Q1 		$510K Sell
7,588
-452
-6% -$30.1K 0.08% 171
2017
Q4 		$557K Sell
8,040
-365
-4% -$24.6K 0.07% 193
2017
Q3 		$558K Sell
8,405
-183
-2% -$12.1K 0.07% 184
2017
Q2 		$564K Sell
8,588
-221
-3% -$14.6K 0.08% 175
2017
Q1 		$586K Sell
8,809
-617
-7% -$40.6K 0.07% 183
2016
Q4 		$613K Sell
9,426
-449
-5% -$30.2K 0.07% 170
2016
Q3 		$704K Buy
9,875
+1,386
+16% +$98.2K 0.08% 171
2016
Q2 		$590K Buy
8,489
+1,027
+14% +$68.7K 0.06% 182
2016
Q1 		$498K Buy
7,462
+773
+12% +$48.7K 0.04% 214
2015
Q4 		$408K Buy
6,689
+699
+12% +$43K 0.03% 257
2015
Q3 		$365K Buy
5,990
+2,368
+65% +$149K 0.03% 240
2015
Q2 		$229K Buy
3,622
+3,479
+2,433% +$228K 0.02% 318
2015
Q1 		$10K Hold
143
– – ﹤0.01% 625
2014
Q4 		$10K Hold
143
– – ﹤0.01% 502
2014
Q3 		$10K Hold
143
– – ﹤0.01% 476
2014
Q2 		$10K Hold
143
– – ﹤0.01% 501
2014
Q1 		$9K Buy
+143
New +$8.54K ﹤0.01% 472

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Transamerica Financial Advisors's LTPZ Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in LTPZ in Q1 2014 and held it in 29 quarters. The position peaked at $704K in Q3 2016. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

  • Transamerica Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share in Q1 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2014 and held it in 29 quarters.
  • Transamerica Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $704K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.