YWM
Yoder Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
103,904
+5,830
| +6% | +$306K | 2.84% | 8 |
|
|
2025
Q1 | $5.38M | Buy |
98,074
+2,813
| +3% | +$154K | 3.03% | 8 |
|
|
2024
Q4 | $4.96M | Buy |
95,261
+1,610
| +2% | +$83.8K | 2.74% | 9 |
|
|
2024
Q3 | $5.41M | Sell |
93,651
-1,067
| -1% | -$61.6K | 3.25% | 8 |
|
|
2024
Q2 | $5.12M | Buy |
94,718
+3,950
| +4% | +$214K | 3.32% | 8 |
|
|
2024
Q1 | $5.04M | Sell |
90,768
-7,686
| -8% | -$427K | 3.29% | 7 |
|
|
2023
Q4 | $5.58M | Sell |
98,454
-32,599
| -25% | -$1.85M | 3.94% | 7 |
|
|
2023
Q3 | $6.89M | Sell |
131,053
-7,085
| -5% | -$372K | 5.68% | 4 |
|
|
2023
Q2 | $8.29M | Buy |
138,138
+1,864
| +1% | +$112K | 6.53% | 2 |
|
|
2023
Q1 | $8.41M | Buy |
+136,274
| New | +$8.41M | 6.99% | 2 |
|