Number of Shares
40,240.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
1.08%
Total Estimate Gain
$-181,587.92
% of Total Estimate Gain
-8.08%

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

As of 2025-06-30, CHB Investment Group, LLC held 40,240.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $2.11 Mil. This investment constitutes 1.08% of their stock portfolio, and CHB Investment Group, LLC now holds 0.31% 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 3 purchases of LTPZ, at an average price of $55.82, for a total of 40,240.00 shares. Based on historical transaction data and LTPZ's current price of $51.30, CHB Investment Group, LLC's estimated gain on his LTPZ holdings is $-181,587.92, reflecting a -8.08% gain to date.

CHB Investment Group, LLC LTPZ ($51.30) Holding Chart

CHB Investment Group, LLC LTPZ ($51.30) 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 %

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