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

WealthSource 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
Q2 		– Sell
-4,058
Closed -$335K – 564
2022
Q1 		$335K Buy
+4,058
New +$341K 0.02% 428

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WealthSource Partners's LTPZ Position: Q2 2022 in Review

WealthSource Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2022, closing a stake of 4,058 shares — an estimated $335K sold.

WealthSource Partners first reported a position in LTPZ in Q1 2022 and held it in 1 quarter. The position peaked at $335K in Q1 2022. 84 funds tracked by Wall St. Rank hold LTPZ as of Q2 2022.

  • WealthSource Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,058 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $335K.
  • WealthSource Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • WealthSource Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $335K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.