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

Bridge Advisory’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 Q4	–	Sell	-22,127	Closed	-$400K	–	147
2023 Q3	$400K	Sell	22,127 -5,618	-20%	-$103K	0.14%	104
2023 Q2	$512K	Sell	27,745 -788	-3%	-$14.7K	0.19%	83
2023 Q1	$543K	Sell	28,533 -53,045	-65%	-$990K	0.21%	77
2022 Q4	$1.51M	Sell	81,578 -4,584	-5%	-$84.7K	0.63%	38
2022 Q3	$1.57M	Buy	86,162 +69,302	+411%	+$1.34M	0.77%	33
2022 Q2	$327K	Buy	16,860 +1,338	+9%	+$26.8K	0.16%	87
2022 Q1	$321K	Sell	15,522 -22,010	-59%	-$459K	0.14%	78
2021 Q4	$793K	Sell	37,532 -2,566	-6%	-$54.3K	0.36%	47
2021 Q3	$846K	Buy	40,098 +268	+0.7%	+$5.69K	0.42%	37
2021 Q2	$842K	Buy	+39,830	New	+$840K	0.43%	33

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

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

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

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

DJSG

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFM

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

Bridge Advisory's TIPX Position: Q4 2023 in Review

Bridge Advisory sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2023, closing a stake of 22,127 shares — an estimated $400K sold.

Bridge Advisory first reported a position in TIPX in Q2 2021 and held it in 10 quarters. The position peaked at $1.57M in Q3 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q4 2023.

Bridge Advisory reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 22,127 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2023, an estimated $400K.
Bridge Advisory first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and held it in 10 quarters.
Bridge Advisory's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.57M in Q3 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.