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

Certified Advisory Corp’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
Q3 		– Sell
-165,806
Closed -$3.06M – 304
2024
Q2 		$3.06M Sell
165,806
-8,025
-5% -$148K 0.38% 77
2024
Q1 		$3.24M Buy
173,831
+3,707
+2% +$68.7K 0.45% 67
2023
Q4 		$3.16M Sell
170,124
-1,003
-0.6% -$18.3K 0.48% 68
2023
Q3 		$3.09M Buy
171,127
+5,990
+4% +$110K 0.57% 56
2023
Q2 		$3.05M Buy
165,137
+11,902
+8% +$223K 0.56% 54
2023
Q1 		$2.92M Buy
153,235
+24,956
+19% +$466K 0.52% 56
2022
Q4 		$2.37M Buy
128,279
+12,479
+11% +$230K 0.47% 62
2022
Q3 		$2.11M Buy
115,800
+8,268
+8% +$160K 0.48% 57
2022
Q2 		$2.09M Buy
107,532
+11,244
+12% +$225K 0.47% 61
2022
Q1 		$1.99M Buy
96,288
+13,912
+17% +$290K 0.42% 66
2021
Q4 		$1.74M Buy
+82,376
New +$1.74M 0.38% 69
2018
Q4 		– Sell
-537
Closed -$10K – 786
2018
Q3 		$10K Buy
+537
New +$10.3K ﹤0.01% 571

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Certified Advisory Corp's TIPX Position: Q3 2024 in Review

Certified Advisory Corp sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 165,806 shares — an estimated $3.06M sold.

Certified Advisory Corp first reported a position in TIPX in Q3 2018 and held it in 12 quarters. The position peaked at $3.24M in Q1 2024. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

  • Certified Advisory Corp reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 165,806 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $3.06M.
  • Certified Advisory Corp first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2018 and held it in 12 quarters.
  • Certified Advisory Corp's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.24M in Q1 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Certified Advisory Corp's 13F filing for Q3 2024, filed 12 Nov 2024.