TC
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Truvestments Capital’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Truvestments Capital’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
2022
Q4 		– Sell
-60
Closed -$3K – 942
2022
Q3 		$3K Hold
60
– – ﹤0.01% 516
2022
Q2 		$4K Buy
+60
New +$4.36K ﹤0.01% 502
2022
Q1 		– Sell
-60
Closed -$5K – 378
2021
Q4 		$5K Buy
+60
New +$5.4K ﹤0.01% 482

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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

Truvestments Capital's LTPZ Position: Q4 2022 in Review

Truvestments Capital sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2022, closing a stake of 60 shares — an estimated $3K sold.

Truvestments Capital first reported a position in LTPZ in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2022.

  • Truvestments Capital reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Truvestments Capital sold 60 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $3K.
  • Truvestments Capital first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
  • Truvestments Capital's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $5K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.