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Integrated Wealth Concepts’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-10,041
Closed -$187K – 1710
2024
Q1 		$187K Sell
10,041
-5,240
-34% -$97.1K ﹤0.01% 1530
2023
Q4 		$284K Sell
15,281
-2,293
-13% -$41.8K ﹤0.01% 1292
2023
Q3 		$318K Sell
17,574
-3,535
-17% -$64.6K 0.01% 1201
2023
Q2 		$390K Buy
21,109
+473
+2% +$8.84K 0.01% 1106
2023
Q1 		$393K Buy
20,636
+1,038
+5% +$19.4K 0.01% 947
2022
Q4 		$362K Buy
19,598
+5,050
+35% +$93.3K 0.01% 753
2022
Q3 		$265K Buy
14,548
+4,540
+45% +$87.8K 0.01% 774
2022
Q2 		$195K Sell
10,008
-37,657
-79% -$754K 0.01% 904
2022
Q1 		$986K Buy
47,665
+6,416
+16% +$134K 0.03% 397
2021
Q4 		$871K Buy
41,249
+7,209
+21% +$153K 0.03% 471
2021
Q3 		$718K Buy
+34,040
New +$722K 0.02% 484

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Integrated Wealth Concepts's TIPX Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 10,041 shares — an estimated $187K sold.

Integrated Wealth Concepts first reported a position in TIPX in Q3 2021 and held it in 11 quarters. The position peaked at $986K in Q1 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,041 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $187K.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 11 quarters.
  • Integrated Wealth Concepts's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $986K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.