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

Yoder 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
2026
Q2 		$5.99M Buy
118,266
+5,000
+4% +$256K 2.34% 13
2026
Q1 		$5.78M Sell
113,266
-1,205
-1% -$62.9K 2.64% 11
2025
Q4 		$5.92M Buy
114,471
+2,924
+3% +$155K 2.7% 11
2025
Q3 		$5.94M Buy
111,547
+7,643
+7% +$399K 2.81% 7
2025
Q2 		$5.45M Buy
103,904
+5,830
+6% +$302K 2.84% 8
2025
Q1 		$5.38M Buy
98,074
+2,813
+3% +$150K 3.03% 8
2024
Q4 		$4.96M Buy
95,261
+1,610
+2% +$88.2K 2.74% 9
2024
Q3 		$5.41M Sell
93,651
-1,067
-1% -$60K 3.25% 8
2024
Q2 		$5.12M Buy
94,718
+3,950
+4% +$213K 3.32% 8
2024
Q1 		$5.04M Sell
90,768
-7,686
-8% -$425K 3.29% 7
2023
Q4 		$5.58M Sell
98,454
-32,599
-25% -$1.73M 3.94% 7
2023
Q3 		$6.89M Sell
131,053
-7,085
-5% -$400K 5.68% 4
2023
Q2 		$8.29M Buy
138,138
+1,864
+1% +$113K 6.53% 2
2023
Q1 		$8.41M Buy
+136,274
New +$8.28M 6.99% 2

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Yoder Wealth Management's LTPZ Position: Q2 2026 in Review

Yoder Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 4.4% in Q2 2026, buying an estimated $256K and bringing the position to 118,266 shares worth $5.99M. The position accounts for 2.34% of the portfolio, ranked #13.

Yoder Wealth Management first reported a position in LTPZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.41M in Q1 2023. 31 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Yoder Wealth Management held 118,266 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $5.99M as of Q2 2026.
  • Yoder Wealth Management bought 5,000 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $256K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.34% of Yoder Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Yoder Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $8.41M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.