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

Wealthcare Advisory 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
2021 Q2	–	Sell	-389	Closed	-$31K	–	1295
2021 Q1	$31K	Buy	+389	New	+$32.7K	﹤0.01%	1052
2020 Q2	–	Sell	-381	Closed	-$30K	–	923
2020 Q1	$30K	Sell	381 -5,245	-93%	-$399K	﹤0.01%	623
2019 Q4	$405K	Buy	5,626 +1,290	+30%	+$94.1K	0.05%	197
2019 Q3	$319K	Buy	4,336 +382	+10%	+$27.6K	0.05%	202
2019 Q2	$275K	Buy	3,954 +2,202	+126%	+$148K	0.04%	216
2019 Q1	$117K	Buy	1,752 +1,545	+746%	+$98.4K	0.02%	313
2018 Q4	$13K	Buy	207 +2	+1%	+$124	﹤0.01%	727
2018 Q3	$13K	Buy	205 +2	+1%	+$133	﹤0.01%	779
2018 Q2	$14K	Buy	203 +2	+1%	+$133	﹤0.01%	750
2018 Q1	$13K	Buy	201 +1	+0.5%	+$67	﹤0.01%	668
2017 Q4	$14K	Buy	+200	New	+$13.5K	﹤0.01%	605

Other funds holding LTPZ

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCCM

Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Advisory Partners's LTPZ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2021, closing a stake of 389 shares — an estimated $31K sold.

Wealthcare Advisory Partners first reported a position in LTPZ in Q4 2017 and held it in 11 quarters. The position peaked at $405K in Q4 2019. 62 funds tracked by Wall St. Rank hold LTPZ as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 389 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $31K.
Wealthcare Advisory Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $405K in Q4 2019.
62 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.