William Blair & Company
LTPZ icon

William Blair & Company’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

William Blair & Company’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
2020
Q4 		– Sell
-7
Closed -$1K – 1843
2020
Q3 		$1K Buy
+7
New +$609 ﹤0.01% 1703

Other funds holding LTPZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company's LTPZ Position: Q4 2020 in Review

William Blair & Company sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

William Blair & Company first reported a position in LTPZ in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 69 funds tracked by Wall St. Rank hold LTPZ as of Q4 2020.

  • William Blair & Company reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • William Blair & Company sold 7 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $1K.
  • William Blair & Company first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • William Blair & Company's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on William Blair & Company's 13F filing for Q4 2020, filed 9 Feb 2021.