W
LTPZ icon

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

Wealthsimple’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 		$1.51M Buy
26,915
+759
+3% +$49.9K 0.06% 12
2022
Q2 		$1.71M Buy
26,156
+2,821
+12% +$205K 0.06% 10
2022
Q1 		$1.93M Sell
23,335
-18,926
-45% -$1.59M 0.06% 10
2021
Q4 		$3.86M Buy
+42,261
New +$3.81M 0.13% 6

Other funds holding LTPZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthsimple's LTPZ Position: Q3 2022 in Review

Wealthsimple increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2.9% in Q3 2022, buying an estimated $49.9K and bringing the position to 26,915 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #12.

Wealthsimple first reported a position in LTPZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.86M in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

  • Wealthsimple held 26,915 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.51M as of Q3 2022.
  • Wealthsimple bought 759 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $49.9K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.06% of Wealthsimple's portfolio in Q3 2022, its #12 holding.
  • Wealthsimple first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.86M 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 Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.