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

American Trust’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
Q3 		– Sell
-47,234
Closed -$871K – 412
2023
Q2 		$871K Buy
+47,234
New +$883K 0.06% 151
2022
Q4 		– Sell
-43,138
Closed -$4.6M – 478
2022
Q3 		$4.6M Buy
+43,138
New +$835K 0.39% 51

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

American Trust's TIPX Position: Q3 2023 in Review

American Trust sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 47,234 shares — an estimated $871K sold.

American Trust first reported a position in TIPX in Q3 2022 and held it in 2 quarters. The position peaked at $4.6M in Q3 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

  • American Trust reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • American Trust sold 47,234 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $871K.
  • American Trust first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 2 quarters.
  • American Trust's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $4.6M in Q3 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.