Client 1st Advisory Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Client 1st Advisory 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
2020 Q2	–	Sell	-10,978	Closed	-$216K	–	69
2020 Q1	$216K	Sell	10,978 -30,212	-73%	-$595K	0.23%	50
2019 Q4	$808K	Buy	+41,190	New	+$806K	0.8%	27

Other funds holding TIPX

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Client 1st Advisory Group's TIPX Position: Q2 2020 in Review

Client 1st Advisory Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2020, closing a stake of 10,978 shares — an estimated $216K sold.

Client 1st Advisory Group first reported a position in TIPX in Q4 2019 and held it in 2 quarters. The position peaked at $808K in Q4 2019. 41 funds tracked by Wall St. Rank hold TIPX as of Q2 2020.

Client 1st Advisory Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2020 after selling out during the quarter.
Client 1st Advisory Group sold 10,978 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2020, an estimated $216K.
Client 1st Advisory Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2019 and held it in 2 quarters.
Client 1st Advisory Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $808K in Q4 2019.
41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2020.

Based on Client 1st Advisory Group's 13F filing for Q2 2020, filed 13 Aug 2020.