E&G Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

E&G Advisors’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
2023 Q3	–	Sell	-10,000	Closed	-$185K	–	199
2023 Q2	$185K	Hold	10,000	–	–	0.06%	194
2023 Q1	$190K	Hold	10,000	–	–	0.07%	191
2022 Q4	$185K	Buy	+10,000	New	+$185K	0.07%	194

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

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

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

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

SFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

E&G Advisors's TIPX Position: Q3 2023 in Review

E&G Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 10,000 shares — an estimated $185K sold.

E&G Advisors first reported a position in TIPX in Q4 2022 and held it in 3 quarters. The position peaked at $190K in Q1 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

E&G Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
E&G Advisors sold 10,000 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $185K.
E&G Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 3 quarters.
E&G Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $190K in Q1 2023.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on E&G Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.