IBEX Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-209,080
Closed -$5.85M 163
2022
Q2
$5.85M Buy
+209,080
New +$6.37M 1.35% 25

Other funds holding RLY

IBEX Wealth Advisors's RLY Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2022, closing a stake of 209,080 shares — an estimated $5.85M sold.

IBEX Wealth Advisors first reported a position in RLY in Q2 2022 and held it in 1 quarter. The position peaked at $5.85M in Q2 2022. 89 funds tracked by Wall St. Rank hold RLY as of Q3 2022.

  • IBEX Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 209,080 State Street Multi-Asset Real Return ETF shares in Q3 2022, an estimated $5.85M.
  • IBEX Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q2 2022 and held it in 1 quarter.
  • IBEX Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $5.85M in Q2 2022.
  • 89 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.