AFG Fiduciary Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

AFG Fiduciary Services’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 Q4	–	Sell	-35,349	Closed	-$666K	–	84
2024 Q3	$666K	Sell	35,349 -6,131	-15%	-$115K	0.45%	39
2024 Q2	$768K	Sell	41,480 -19,129	-32%	-$352K	0.54%	36
2024 Q1	$1.12M	Sell	60,609 -73,057	-55%	-$1.35M	0.83%	22
2023 Q4	$2.48M	Sell	133,666 -122,124	-48%	-$2.22M	2.01%	12
2023 Q3	$4.63M	Sell	255,790 -99,166	-28%	-$1.81M	4.11%	5
2023 Q2	$6.54M	Buy	354,956 +51,267	+17%	+$959K	4.92%	3
2023 Q1	$5.78M	Buy	303,689 +120,177	+65%	+$2.24M	5.34%	3
2022 Q4	$3.39M	Sell	183,512 -155,029	-46%	-$2.86M	3.19%	7
2022 Q3	$6.17M	Sell	338,541 -18,564	-5%	-$359K	5.81%	2
2022 Q2	$6.95M	Sell	357,105 -133,428	-27%	-$2.67M	6.04%	2
2022 Q1	$10.1M	Buy	490,533 +159,508	+48%	+$3.33M	7.13%	2
2021 Q4	$6.99M	Buy	+331,025	New	+$7.01M	4.91%	4

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

AFG Fiduciary Services's TIPX Position: Q4 2024 in Review

AFG Fiduciary Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 35,349 shares — an estimated $666K sold.

AFG Fiduciary Services first reported a position in TIPX in Q4 2021 and held it in 12 quarters. The position peaked at $10.1M in Q1 2022. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

AFG Fiduciary Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
AFG Fiduciary Services sold 35,349 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $666K.
AFG Fiduciary Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 12 quarters.
AFG Fiduciary Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $10.1M in Q1 2022.
126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on AFG Fiduciary Services's 13F filing for Q4 2024, filed 17 Jan 2025.