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Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-925
Closed -$16K – 1056
2022
Q3 		$16K Buy
+925
New +$17.9K 0.01% 633

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 $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TIPX Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 925 shares — an estimated $16K sold.

Householder Group Estate & Retirement Specialist first reported a position in TIPX in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 925 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $16K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $16K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.