Freedom Investment Management’s SPDR Bloomberg Barclays 0-5 Year TIPS ETF SIPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-47,759
Closed -$941K 1191
2017
Q2
$941K Buy
47,759
+6,449
+16% +$127K 0.05% 332
2017
Q1
$819K Buy
41,310
+7,171
+21% +$142K 0.05% 364
2016
Q4
$678K Buy
34,139
+3,375
+11% +$66.6K 0.04% 383
2016
Q3
$607K Buy
30,764
+2,212
+8% +$43.7K 0.04% 394
2016
Q2
$562K Buy
28,552
+4,475
+19% +$88K 0.04% 381
2016
Q1
$471K Buy
24,077
+1,893
+9% +$36.8K 0.03% 415
2015
Q4
$429K Buy
22,184
+10,597
+91% +$205K 0.03% 449
2015
Q3
$224K Buy
+11,587
New +$225K 0.02% 584

Freedom Investment Management's SIPE Position: Q3 2017 in Review

Freedom Investment Management sold out of SPDR Bloomberg Barclays 0-5 Year TIPS ETF (SIPE) in Q3 2017, closing a stake of 47,759 shares — an estimated $941K sold.

Freedom Investment Management first reported a position in SIPE in Q3 2015 and held it in 8 quarters. The position peaked at $941K in Q2 2017. 0 funds tracked by Wall St. Rank hold SIPE as of Q3 2017.

  • Freedom Investment Management reported no remaining SPDR Bloomberg Barclays 0-5 Year TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 47,759 SPDR Bloomberg Barclays 0-5 Year TIPS ETF shares in Q3 2017, an estimated $941K.
  • Freedom Investment Management first reported a position in SPDR Bloomberg Barclays 0-5 Year TIPS ETF in Q3 2015 and held it in 8 quarters.
  • Freedom Investment Management's SPDR Bloomberg Barclays 0-5 Year TIPS ETF position peaked at $941K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR Bloomberg Barclays 0-5 Year TIPS ETF as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.