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

Cedar Brook Financial 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
2024
Q2 		– Sell
-11,254
Closed -$210K – 363
2024
Q1 		$210K Buy
+11,254
New +$209K 0.04% 414

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Bank of America
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BC
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Envestnet Asset Management
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Goldman Sachs
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SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cedar Brook Financial Partners's TIPX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 11,254 shares — an estimated $210K sold.

Cedar Brook Financial Partners first reported a position in TIPX in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,254 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $210K.
  • Cedar Brook Financial Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and held it in 1 quarter.
  • Cedar Brook Financial Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $210K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.