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H&H Retirement Design & Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

H&H Retirement Design & Management’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
2023
Q1 		– Sell
-29,794
Closed -$556K – 90
2022
Q4 		$556K Buy
29,794
+6,762
+29% +$125K 0.47% 39
2022
Q3 		$422K Sell
23,032
-95
-0.4% -$1.84K 0.4% 45
2022
Q2 		$460K Buy
+23,127
New +$463K 0.34% 47

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's TIPX Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 29,794 shares — an estimated $556K sold.

H&H Retirement Design & Management first reported a position in TIPX in Q2 2022 and held it in 3 quarters. The position peaked at $556K in Q4 2022. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 29,794 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $556K.
  • H&H Retirement Design & Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $556K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.