Clear Perspectives Financial Planning’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Clear Perspectives Financial Planning’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	-2,475	Closed	-$48K	–	236
2022 Q2	$48K	Sell	2,475 -208,626	-99%	-$4.18M	0.02%	89
2022 Q1	$4.37M	Sell	211,101 -419,263	-67%	-$8.74M	1.65%	14
2021 Q4	$13.3M	Buy	630,364 +110,132	+21%	+$2.33M	5.38%	6
2021 Q3	$11M	Buy	520,232 +158,735	+44%	+$3.37M	4.97%	6
2021 Q2	$7.64M	Buy	361,497 +18,357	+5%	+$387K	3.69%	10
2021 Q1	$7.16M	Buy	343,140 +301,865	+731%	+$6.32M	4.15%	8
2020 Q4	$863K	Buy	+41,275	New	+$854K	0.55%	31

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Perspectives Financial Planning's TIPX Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 2,475 shares — an estimated $48K sold.

Clear Perspectives Financial Planning first reported a position in TIPX in Q4 2020 and held it in 7 quarters. The position peaked at $13.3M in Q4 2021. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 2,475 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $48K.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $13.3M in Q4 2021.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.