CWP
TIPX icon

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

Concord Wealth 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
2022
Q3 		– Sell
-156
Closed -$3K – 1049
2022
Q2 		$3K Buy
+156
New +$3.12K ﹤0.01% 970

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concord Wealth Partners's TIPX Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 156 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in TIPX in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 156 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $3K.
  • Concord Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.