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

Good Life 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 Q1	–	Sell	-14,503	Closed	-$270K	–	483
2023 Q4	$270K	Sell	14,503 -10,710	-42%	-$195K	0.03%	350
2023 Q3	$456K	Sell	25,213 -2,655	-10%	-$48.5K	0.05%	225
2023 Q2	$514K	Sell	27,868 -543,232	-95%	-$10.2M	0.06%	215
2023 Q1	$10.9M	Buy	571,100 +1,537	+0.3%	+$28.7K	1.39%	15
2022 Q4	$10.5M	Sell	569,563 -681,906	-54%	-$12.6M	1.45%	13
2022 Q3	$22.8M	Buy	1,251,469 +135,574	+12%	+$2.62M	3.36%	6
2022 Q2	$21.7M	Sell	1,115,895 -57,212	-5%	-$1.15M	3.03%	7
2022 Q1	$24.3M	Buy	1,173,107 +161,860	+16%	+$3.37M	3.03%	7
2021 Q4	$21.4M	Buy	+1,011,247	New	+$21.4M	2.59%	7

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SFM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Good Life Advisors's TIPX Position: Q1 2024 in Review

Good Life Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 14,503 shares — an estimated $270K sold.

Good Life Advisors first reported a position in TIPX in Q4 2021 and held it in 9 quarters. The position peaked at $24.3M in Q1 2022. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

Good Life Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
Good Life Advisors sold 14,503 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $270K.
Good Life Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 9 quarters.
Good Life Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $24.3M in Q1 2022.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Good Life Advisors's 13F filing for Q1 2024, filed 3 May 2024.