Number of Shares
38,994.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
1.14%
Total Estimate Gain
$-142,468.34
% of Total Estimate Gain
-6.53%

CHB Investment Group, LLC's PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, CHB Investment Group, LLC held 38,994.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $2.14 Mil. This investment constitutes 1.14% of their stock portfolio, and CHB Investment Group, LLC now holds 0.29% of the outstanding PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ) stock.

The initial trade took place in 2024Q3. And since then CHB Investment Group, LLC has made 2 purchases of LTPZ, at an average price of $55.94, for a total of 38,994.00 shares. Based on historical transaction data and LTPZ's current price of $52.29, CHB Investment Group, LLC's estimated gain on his LTPZ holdings is $-142,468.34, reflecting a -6.53% gain to date.

CHB Investment Group, LLC LTPZ ($52.29) Holding Chart

CHB Investment Group, LLC LTPZ ($52.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1