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

Altavista 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
2021 Q4	$12.5M	Sell	592,695 -5,094	-0.9%	-$108K	2.53%	6
2021 Q3	$12.6M	Buy	597,789 +16,269	+3%	+$345K	2.8%	5
2021 Q2	$12.3M	Buy	581,520 +88,530	+18%	+$1.87M	2.68%	6
2021 Q1	$10.3M	Buy	492,990 +19,407	+4%	+$406K	2.51%	6
2020 Q4	$9.9M	Buy	473,583 +27,766	+6%	+$574K	2.51%	5
2020 Q3	$9.24M	Buy	445,817 +77,393	+21%	+$1.6M	2.54%	5
2020 Q2	$7.49M	Buy	368,424 +47,947	+15%	+$962K	2.17%	10
2020 Q1	$6.29M	Buy	320,477 +22,338	+7%	+$440K	2.15%	8
2019 Q4	$5.85M	Buy	298,139 +36,685	+14%	+$718K	1.74%	15
2019 Q3	$5.12M	Buy	261,454 +21,669	+9%	+$424K	1.59%	20
2019 Q2	$4.7M	Buy	239,785 +38,337	+19%	+$742K	1.5%	25
2019 Q1	$3.9M	Buy	+201,448	New	+$3.84M	1.38%	29

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

SFM

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

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

CPFP

Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

PCA

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

Altavista Wealth Management's TIPX Position: Q4 2021 in Review

Altavista Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.85% in Q4 2021, selling an estimated $108K and leaving 592,695 shares worth $12.5M. The position accounts for 2.53% of the portfolio, ranked #6.

Altavista Wealth Management first reported a position in TIPX in Q1 2019 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2021. 99 funds tracked by Wall St. Rank hold TIPX as of Q4 2021.

Altavista Wealth Management held 592,695 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $12.5M as of Q4 2021.
Altavista Wealth Management sold 5,094 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2021, an estimated $108K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 2.53% of Altavista Wealth Management's portfolio in Q4 2021, its #6 holding.
Altavista Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2019 and has held it in 12 quarters since.
Altavista Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12.6M in Q3 2021.
99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.