Accel Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Accel Wealth Management’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,489	Closed	-$104K	–	791
2023 Q1	$104K	Sell	5,489 -2,408	-30%	-$45K	0.04%	313
2022 Q4	$146K	Buy	7,897 +7	+0.1%	+$129	0.07%	195
2022 Q3	$146K	Buy	7,890 +51	+0.7%	+$987	0.08%	197
2022 Q2	$153K	Sell	7,839 -7,600	-49%	-$152K	0.09%	175
2022 Q1	$315K	Buy	15,439 +8,082	+110%	+$168K	0.16%	106
2021 Q4	$155K	Buy	7,357 +850	+13%	+$18K	0.08%	195
2021 Q3	$137K	Buy	6,507 +1,100	+20%	+$23.3K	0.09%	179
2021 Q2	$114K	Buy	+5,407	New	+$114K	0.08%	216

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Accel Wealth Management's TIPX Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 5,489 shares — an estimated $104K sold.

Accel Wealth Management first reported a position in TIPX in Q2 2021 and held it in 8 quarters. The position peaked at $315K in Q1 2022. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 5,489 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $104K.
Accel Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $315K in Q1 2022.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.