Venture Visionary Partners’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Venture Visionary Partners’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 Q3	–	Sell	-3,189	Closed	-$208K	–	1089
2022 Q2	$208K	Buy	3,189 +3	+0.1%	+$218	0.02%	438
2022 Q1	$263K	Buy	3,186 +1	+0%	+$84	0.02%	426
2021 Q4	$290K	Buy	3,185 +1	+0%	+$90	0.02%	421
2021 Q3	$276K	Buy	3,184 +2	+0.1%	+$177	0.02%	416
2021 Q2	$274K	Sell	3,182 -13	-0.4%	-$1.08K	0.02%	405
2021 Q1	$257K	Sell	3,195 -198	-6%	-$16.6K	0.02%	397
2020 Q4	$300K	Buy	+3,393	New	+$295K	0.03%	316

Other funds holding LTPZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Venture Visionary Partners's LTPZ Position: Q3 2022 in Review

Venture Visionary Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2022, closing a stake of 3,189 shares — an estimated $208K sold.

Venture Visionary Partners first reported a position in LTPZ in Q4 2020 and held it in 7 quarters. The position peaked at $300K in Q4 2020. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

Venture Visionary Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Venture Visionary Partners sold 3,189 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $208K.
Venture Visionary Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
Venture Visionary Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $300K in Q4 2020.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.