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WFA of San Diego’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

WFA of San Diego’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
2026
Q1 		$34.7K Hold
680
– – 0.03% 212
2025
Q4 		$35.2K Buy
680
+400
+143% +$21.2K 0.03% 218
2025
Q3 		$14.9K Buy
+280
New +$14.6K 0.01% 297

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WFA of San Diego's LTPZ Position: Q1 2026 in Review

WFA of San Diego held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q1 2026 at 680 shares worth $34.7K. The position accounts for 0.03% of the portfolio, ranked #212.

WFA of San Diego first reported a position in LTPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.2K in Q4 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • WFA of San Diego held 680 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $34.7K as of Q1 2026.
  • WFA of San Diego left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #212 holding.
  • WFA of San Diego first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • WFA of San Diego's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $35.2K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.