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

Baystate 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 Q3	–	Sell	-254	Closed	-$4.64K	–	1098
2023 Q2	$4.71K	Buy	+254	New	+$4.75K	﹤0.01%	709
2023 Q1	–	Sell	-982	Closed	-$18K	–	1081
2022 Q4	$18K	Buy	+982	New	+$18.1K	﹤0.01%	486

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baystate Wealth Management's TIPX Position: Q3 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 254 shares — an estimated $4.64K sold.

Baystate Wealth Management first reported a position in TIPX in Q4 2022 and held it in 2 quarters. The position peaked at $18K in Q4 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

Baystate Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 254 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $4.64K.
Baystate Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 2 quarters.
Baystate Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $18K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.