ADL
TIPX icon

Asset Dedication LLC’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Asset Dedication LLC’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
2019
Q2 		– Sell
-68
Closed -$1K – 644
2019
Q1 		$1K Buy
+68
New +$1.3K ﹤0.01% 608
2018
Q4 		– Sell
-68
Closed -$1K – 646
2018
Q3 		$1K Buy
+68
New +$1.3K ﹤0.01% 612

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Asset Dedication LLC's TIPX Position: Q2 2019 in Review

Asset Dedication LLC sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2019, closing a stake of 68 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in TIPX in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 34 funds tracked by Wall St. Rank hold TIPX as of Q2 2019.

  • Asset Dedication LLC reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2019 after selling out during the quarter.
  • Asset Dedication LLC sold 68 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2019, an estimated $1K.
  • Asset Dedication LLC first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2018 and held it in 2 quarters.
  • Asset Dedication LLC's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2019.

Based on Asset Dedication LLC's 13F filing for Q2 2019, filed 23 Jul 2019.