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

Castleview Partners’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
2025
Q1 		– Sell
-6,646
Closed -$123K – 526
2024
Q4 		$123K Buy
6,646
+1,058
+19% +$19.8K 0.07% 236
2024
Q3 		$106K Sell
5,588
-1,712
-23% -$32K 0.06% 223
2024
Q2 		$135K Buy
7,300
+2,309
+46% +$42.5K 0.08% 211
2024
Q1 		$93K Buy
4,991
+1,801
+56% +$33.4K 0.05% 264
2023
Q4 		$59.3K Sell
3,190
-1,591
-33% -$29K 0.04% 275
2023
Q3 		$86.4K Sell
4,781
-2,869
-38% -$52.5K 0.08% 193
2023
Q2 		$141K Buy
7,650
+531
+7% +$9.93K 0.13% 146
2023
Q1 		$135K Sell
7,119
-1,040
-13% -$19.4K 0.12% 150
2022
Q4 		$151K Sell
8,159
-185
-2% -$3.42K 0.15% 135
2022
Q3 		$152K Buy
8,344
+1,363
+20% +$26.4K 0.15% 147
2022
Q2 		$266K Sell
6,981
-2,175
-24% -$43.5K 0.21% 106
2022
Q1 		$189K Buy
+9,156
New +$191K 0.12% 172

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Castleview Partners's TIPX Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 6,646 shares — an estimated $123K sold.

Castleview Partners first reported a position in TIPX in Q1 2022 and held it in 12 quarters. The position peaked at $266K in Q2 2022. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 6,646 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $123K.
  • Castleview Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 12 quarters.
  • Castleview Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $266K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.