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Financial Management Concepts’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Financial Management Concepts’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
2021
Q4 		$4.95M Buy
234,147
+38,561
+20% +$817K 3.61% 12
2021
Q3 		$4.13M Buy
195,586
+18,571
+10% +$394K 3.29% 11
2021
Q2 		$3.8M Buy
+177,015
New +$3.73M 3.09% 11

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
CPFP
Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

Financial Management Concepts's TIPX Position: Q4 2021 in Review

Financial Management Concepts increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 20% in Q4 2021, buying an estimated $817K and bringing the position to 234,147 shares worth $4.95M. The position accounts for 3.61% of the portfolio, ranked #12.

Financial Management Concepts first reported a position in TIPX in Q2 2021 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold TIPX as of Q4 2021.

  • Financial Management Concepts held 234,147 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $4.95M as of Q4 2021.
  • Financial Management Concepts bought 38,561 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2021, an estimated $817K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 3.61% of Financial Management Concepts's portfolio in Q4 2021, its #12 holding.
  • Financial Management Concepts first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.