Advisornet Financial’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Advisornet Financial’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
2024 Q2	–	Sell	-1,090	Closed	-$20.3K	–	2191
2024 Q1	$20.3K	Hold	1,090	–	–	﹤0.01%	1070
2023 Q4	$20.3K	Hold	1,090	–	–	﹤0.01%	1078
2023 Q3	$19.7K	Buy	1,090 +262	+32%	+$4.79K	﹤0.01%	1036
2023 Q2	$15.3K	Hold	828	–	–	﹤0.01%	1198
2023 Q1	$15.8K	Sell	828 -146	-15%	-$2.73K	﹤0.01%	1155
2022 Q4	$18K	Sell	974 -114	-10%	-$2.1K	﹤0.01%	1093
2022 Q3	$20K	Buy	1,088 +688	+172%	+$13.3K	﹤0.01%	1109
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	1413
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	1506
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	1558
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	1519
2021 Q2	$8K	Sell	400 -600	-60%	-$12.6K	﹤0.01%	1481
2021 Q1	$21K	Hold	1,000	–	–	﹤0.01%	1187
2020 Q4	$21K	Hold	1,000	–	–	﹤0.01%	1121
2020 Q3	$21K	Buy	1,000 +640	+178%	+$13.2K	﹤0.01%	1091
2020 Q2	$7K	Buy	+360	New	+$7.22K	﹤0.01%	1395

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Advisornet Financial's TIPX Position: Q2 2024 in Review

Advisornet Financial sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 1,090 shares — an estimated $20.3K sold.

Advisornet Financial first reported a position in TIPX in Q2 2020 and held it in 16 quarters. The position peaked at $21K in Q1 2021. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

Advisornet Financial reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
Advisornet Financial sold 1,090 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $20.3K.
Advisornet Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2020 and held it in 16 quarters.
Advisornet Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $21K in Q1 2021.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.