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Concourse Financial Group Securities’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-5,297
Closed -$110K – 2433
2021
Q4 		$112K Sell
5,297
-375
-7% -$7.94K 0.01% 962
2021
Q3 		$120K Buy
+5,672
New +$120K 0.01% 910

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Concourse Financial Group Securities's TIPX Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2022, closing a stake of 5,297 shares — an estimated $110K sold.

Concourse Financial Group Securities first reported a position in TIPX in Q3 2021 and held it in 2 quarters. The position peaked at $120K in Q3 2021. 124 funds tracked by Wall St. Rank hold TIPX as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,297 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2022, an estimated $110K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $120K in Q3 2021.
  • 124 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.