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

WealthCare Investment 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
-3,094
Closed -$202K – 111
2022
Q2 		$202K Sell
3,094
-246
-7% -$17.9K 0.17% 106
2022
Q1 		$256K Sell
3,340
-304
-8% -$25.5K 0.23% 86
2021
Q4 		$333K Buy
+3,644
New +$328K 0.32% 72

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Royal Bank of Canada
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Bank of America
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WealthCare Investment Partners's LTPZ Position: Q3 2022 in Review

WealthCare Investment Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2022, closing a stake of 3,094 shares — an estimated $202K sold.

WealthCare Investment Partners first reported a position in LTPZ in Q4 2021 and held it in 3 quarters. The position peaked at $333K in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

  • WealthCare Investment Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • WealthCare Investment Partners sold 3,094 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $202K.
  • WealthCare Investment Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
  • WealthCare Investment Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $333K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on WealthCare Investment Partners's 13F filing for Q3 2022, filed 17 Oct 2022.