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Financial Architects (New Jersey)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-315
Closed -$6K – 1526
2018
Q4 		$6K Hold
315
– – ﹤0.01% 1114
2018
Q3 		$6K Hold
315
– – ﹤0.01% 1203
2018
Q2 		$6K Hold
315
– – ﹤0.01% 1096
2018
Q1 		$6K Buy
+315
New +$6.03K ﹤0.01% 1206

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Financial Architects (New Jersey)'s TIPX Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2019, closing a stake of 315 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in TIPX in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q4 2018. 30 funds tracked by Wall St. Rank hold TIPX as of Q1 2019.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 315 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2019, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2018 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $6K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.