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

ICA Group 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
2024 Q2	$15.9K	Sell	859 -99,768	-99%	-$1.84M	0.01%	403
2024 Q1	$1.88M	Sell	100,627 -21,357	-18%	-$396K	0.38%	53
2023 Q4	$2.27M	Buy	121,984 +11,249	+10%	+$205K	0.51%	41
2023 Q3	$2M	Buy	110,735 +1,034	+0.9%	+$18.9K	0.56%	39
2023 Q2	$2.03M	Buy	109,701 +2,773	+3%	+$51.8K	0.51%	41
2023 Q1	$2.03M	Buy	106,928 +2,968	+3%	+$55.4K	0.49%	43
2022 Q4	$1.92M	Buy	103,960 +37,212	+56%	+$687K	0.45%	49
2022 Q3	$1.22M	Buy	66,748 +39,079	+141%	+$756K	0.26%	97
2022 Q2	$544K	Buy	+27,669	New	+$554K	0.1%	187

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ICA Group Wealth Management's TIPX Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 99% in Q2 2024, selling an estimated $1.84M and leaving 859 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #403.

ICA Group Wealth Management first reported a position in TIPX in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.27M in Q4 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

ICA Group Wealth Management held 859 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $15.9K as of Q2 2024.
ICA Group Wealth Management sold 99,768 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $1.84M.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #403 holding.
ICA Group Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.27M in Q4 2023.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.