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Heritage Wealth Management (Arizona)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		– Sell
-953
Closed -$20K – 930
2021
Q2 		$20K Buy
+953
New +$20.1K 0.01% 564

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPFP
Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TIPX Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2021, closing a stake of 953 shares — an estimated $20K sold.

Heritage Wealth Management (Arizona) first reported a position in TIPX in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 75 funds tracked by Wall St. Rank hold TIPX as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 953 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2021, an estimated $20K.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $20K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.