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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

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FA
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MML Investors Services
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return