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Capital CS Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Capital CS Group’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
-23,908
Closed -$432K – 113
2023
Q3 		$432K Sell
23,908
-1,339
-5% -$24.5K 0.51% 19
2023
Q2 		$466K Buy
+25,247
New +$472K 0.46% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AssetMark Inc
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

Capital CS Group's TIPX Position: Q4 2023 in Review

Capital CS Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2023, closing a stake of 23,908 shares — an estimated $432K sold.

Capital CS Group first reported a position in TIPX in Q2 2023 and held it in 2 quarters. The position peaked at $466K in Q2 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q4 2023.

  • Capital CS Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Capital CS Group sold 23,908 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2023, an estimated $432K.
  • Capital CS Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Capital CS Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $466K in Q2 2023.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2023.

Based on Capital CS Group's 13F filing for Q4 2023, filed 9 Jan 2024.