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

Capital Asset Advisory Services’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
2022
Q3 		– Sell
-18,930
Closed -$368K – 572
2022
Q2 		$368K Sell
18,930
-9,065
-32% -$181K 0.04% 277
2022
Q1 		$579K Buy
+27,995
New +$584K 0.06% 226

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's TIPX Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 18,930 shares — an estimated $368K sold.

Capital Asset Advisory Services first reported a position in TIPX in Q1 2022 and held it in 2 quarters. The position peaked at $579K in Q1 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

  • Capital Asset Advisory Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 18,930 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $368K.
  • Capital Asset Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Capital Asset Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $579K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.