FFA
TIPX icon

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

Frazier Financial 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
2024
Q2 		– Sell
-16
Closed -$306 – 1049
2024
Q1 		$306 Hold
16
– – ﹤0.01% 859
2023
Q4 		$305 Buy
+16
New +$291 ﹤0.01% 819

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Frazier Financial Advisors's TIPX Position: Q2 2024 in Review

Frazier Financial Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 16 shares — an estimated $306 sold.

Frazier Financial Advisors first reported a position in TIPX in Q4 2023 and held it in 2 quarters. The position peaked at $306 in Q1 2024. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Frazier Financial Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 16 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $306.
  • Frazier Financial Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 2 quarters.
  • Frazier Financial Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $306 in Q1 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Frazier Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.