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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
Q2 		– Sell
-680
Closed -$34.7K – 253
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 $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

WFA of San Diego's LTPZ Position: Q2 2026 in Review

WFA of San Diego sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026, closing a stake of 680 shares — an estimated $34.7K sold.

WFA of San Diego first reported a position in LTPZ in Q3 2025 and held it in 3 quarters. The position peaked at $35.2K in Q4 2025. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • WFA of San Diego reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 680 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $34.7K.
  • WFA of San Diego first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 3 quarters.
  • WFA of San Diego's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $35.2K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.