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LTPZ icon

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

WealthOne’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
Q1 		– Sell
-4,304
Closed -$393K – 136
2021
Q4 		$393K Buy
4,304
+42
+1% +$3.78K 0.14% 73
2021
Q3 		$370K Buy
+4,262
New +$377K 0.14% 83
2021
Q1 		– Sell
-4,050
Closed -$359K – 126
2020
Q4 		$359K Buy
+4,050
New +$352K 0.17% 72
2020
Q3 		– Sell
-4,027
Closed -$336K – 105
2020
Q2 		$336K Buy
+4,027
New +$333K 0.21% 65

Other funds holding LTPZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthOne's LTPZ Position: Q1 2022 in Review

WealthOne sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2022, closing a stake of 4,304 shares — an estimated $393K sold.

WealthOne first reported a position in LTPZ in Q2 2020 and held it in 4 quarters. The position peaked at $393K in Q4 2021. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2022.

  • WealthOne reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • WealthOne sold 4,304 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $393K.
  • WealthOne first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 4 quarters.
  • WealthOne's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $393K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on WealthOne's 13F filing for Q1 2022, filed 27 Apr 2022.