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

Western Wealth Management’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
2021 Q2	$736K	Sell	8,508 -88	-1%	-$7.32K	0.08%	271
2021 Q1	$694K	Sell	8,596 -2,281	-21%	-$191K	0.09%	216
2020 Q4	$964K	Sell	10,877 -10,733	-50%	-$933K	0.14%	163
2020 Q3	$1.89M	Buy	21,610 +1,513	+8%	+$132K	0.31%	76
2020 Q2	$1.68M	Buy	20,097 +1,514	+8%	+$125K	0.3%	77
2020 Q1	$1.44M	Buy	18,583 +1,829	+11%	+$139K	0.33%	75
2019 Q4	$1.21M	Buy	16,754 +16	+0.1%	+$1.17K	0.18%	123
2019 Q3	$1.23M	Buy	16,738 +8,058	+93%	+$583K	0.26%	98
2019 Q2	$604K	Buy	8,680 +125	+1%	+$8.4K	0.08%	196
2019 Q1	$572K	Buy	+8,555	New	+$545K	0.13%	186

Other funds holding LTPZ

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TCCM

Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Western Wealth Management's LTPZ Position: Q2 2021 in Review

Western Wealth Management reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 1% in Q2 2021, selling an estimated $7.32K and leaving 8,508 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #271.

Western Wealth Management first reported a position in LTPZ in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2020. 62 funds tracked by Wall St. Rank hold LTPZ as of Q2 2021.

Western Wealth Management held 8,508 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $736K as of Q2 2021.
Western Wealth Management sold 88 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $7.32K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.08% of Western Wealth Management's portfolio in Q2 2021, its #271 holding.
Western Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2019 and has held it in 10 quarters since.
Western Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.89M in Q3 2020.
62 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.