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

Wealthedge Investment Advisors’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
2026 Q2	$1.87M	Sell	36,825 -23,187	-39%	-$1.19M	0.63%	42
2026 Q1	$3.06M	Sell	60,012 -196,061	-77%	-$10.2M	1.13%	27
2025 Q4	$13.3M	Sell	256,073 -10,809	-4%	-$574K	4.9%	2
2025 Q3	$14.2M	Buy	266,882 +3,071	+1%	+$160K	5.38%	2
2025 Q2	$13.8M	Buy	263,811 +44,059	+20%	+$2.28M	5.77%	1
2025 Q1	$12.1M	Buy	219,752 +73,556	+50%	+$3.93M	5.44%	2
2024 Q4	$7.61M	Buy	+146,196	New	+$8.01M	3.43%	3

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Wealthedge Investment Advisors's LTPZ Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 39% in Q2 2026, selling an estimated $1.19M and leaving 36,825 shares worth $1.87M. The position accounts for 0.63% of the portfolio, ranked #42.

Wealthedge Investment Advisors first reported a position in LTPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Wealthedge Investment Advisors held 36,825 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.87M as of Q2 2026.
Wealthedge Investment Advisors sold 23,187 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.19M.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.63% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #42 holding.
Wealthedge Investment Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $14.2M in Q3 2025.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.