Yoder Wealth Management
LTPZ icon

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
Q3 		$5.49M Buy
121,716
+3,450
+3% +$165K 2.07% 14
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

Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Deane Retirement Strategies
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Yoder Wealth Management's LTPZ Position: Q3 2026 in Review

Yoder Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 2.9% in Q3 2026, buying an estimated $165K and bringing the position to 121,716 shares worth $5.49M. The position accounts for 2.07% of the portfolio, ranked #14.

Yoder Wealth Management first reported a position in LTPZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.41M in Q1 2023. 53 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

  • Yoder Wealth Management held 121,716 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $5.49M as of Q3 2026.
  • Yoder Wealth Management bought 3,450 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $165K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 2.07% of Yoder Wealth Management's portfolio in Q3 2026, its #14 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 15 quarters since.
  • Yoder Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $8.41M in Q1 2023.
  • 53 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.