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

Belpointe Asset 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
2024 Q2	–	Sell	-38,043	Closed	-$709K	–	935
2024 Q1	$709K	Sell	38,043 -6,739	-15%	-$125K	0.05%	357
2023 Q4	$832K	Buy	+44,782	New	+$815K	0.07%	250
2023 Q2	–	Sell	-3,388	Closed	-$64.5K	–	3113
2023 Q1	$64.5K	Sell	3,388 -394	-10%	-$7.36K	﹤0.01%	1565
2022 Q4	$69.8K	Buy	+3,782	New	+$69.8K	﹤0.01%	1438

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Belpointe Asset Management's TIPX Position: Q2 2024 in Review

Belpointe Asset Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 38,043 shares — an estimated $709K sold.

Belpointe Asset Management first reported a position in TIPX in Q4 2022 and held it in 4 quarters. The position peaked at $832K in Q4 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

Belpointe Asset Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
Belpointe Asset Management sold 38,043 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $709K.
Belpointe Asset Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 4 quarters.
Belpointe Asset Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $832K in Q4 2023.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.