HWM
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Howard Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Howard Wealth 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
2020
Q1 		– Sell
-284
Closed -$5K – 451
2019
Q4 		$5K Buy
+284
New +$5.56K ﹤0.01% 404

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 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
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Howard Wealth Management's TIPX Position: Q1 2020 in Review

Howard Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2020, closing a stake of 284 shares — an estimated $5K sold.

Howard Wealth Management first reported a position in TIPX in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 43 funds tracked by Wall St. Rank hold TIPX as of Q1 2020.

  • Howard Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 284 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2020, an estimated $5K.
  • Howard Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.