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

Bay Harbor 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
2023 Q1	–	Sell	-1,514	Closed	-$28K	–	198
2022 Q4	$28K	Buy	1,514 +21	+1%	+$388	0.01%	111
2022 Q3	$27K	Buy	1,493 +78	+6%	+$1.51K	0.01%	119
2022 Q2	$28K	Sell	1,415 -954	-40%	-$19.1K	0.01%	128
2022 Q1	$49K	Sell	2,369 -615	-21%	-$12.8K	0.02%	118
2021 Q4	$61K	Buy	+2,984	New	+$63.2K	0.02%	106

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

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

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

GLA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bay Harbor Wealth Management's TIPX Position: Q1 2023 in Review

Bay Harbor Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 1,514 shares — an estimated $28K sold.

Bay Harbor Wealth Management first reported a position in TIPX in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

Bay Harbor Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
Bay Harbor Wealth Management sold 1,514 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $28K.
Bay Harbor Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 5 quarters.
Bay Harbor Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $61K in Q4 2021.
137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.