Gradient Investments’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Gradient Investments’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 Q3	–	Sell	-30	Closed	-$554	–	1190
2024 Q2	$554	Hold	30	–	–	﹤0.01%	1169
2024 Q1	$559	Sell	30 -248	-89%	-$4.6K	﹤0.01%	1002
2023 Q4	$5.17K	Buy	+278	New	+$5.06K	﹤0.01%	983
2023 Q3	–	Sell	-250	Closed	-$4.62K	–	1907
2023 Q2	$4.62K	Sell	250 -1,320	-84%	-$24.7K	﹤0.01%	967
2023 Q1	$29.9K	Buy	+1,570	New	+$29.3K	﹤0.01%	594

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 $2.53B AUM 17.43% 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

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

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Gradient Investments's TIPX Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 30 shares — an estimated $554 sold.

Gradient Investments first reported a position in TIPX in Q1 2023 and held it in 5 quarters. The position peaked at $29.9K in Q1 2023. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 30 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $554.
Gradient Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and held it in 5 quarters.
Gradient Investments's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $29.9K in Q1 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.