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

WealthBridge Capital 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
2019
Q2 		– Sell
-61
Closed -$4K – 545
2019
Q1 		$4K Buy
+61
New +$3.88K ﹤0.01% 727

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AIP
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FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthBridge Capital Management's LTPZ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2019, closing a stake of 61 shares — an estimated $4K sold.

WealthBridge Capital Management first reported a position in LTPZ in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 47 funds tracked by Wall St. Rank hold LTPZ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 61 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $4K.
  • WealthBridge Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $4K in Q1 2019.
  • 47 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.