International Assets Investment Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

International Assets Investment Management’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,936	Closed	-$251K	–	885
2024 Q4	$251K	Buy	+6,936	New	+$262K	0.02%	644
2024 Q3	–	Sell	-6,825	Closed	-$263K	–	2648
2024 Q2	$263K	Buy	6,825 +62	+0.9%	+$2.42K	0.02%	594
2024 Q1	$267K	Buy	6,763 +22	+0.3%	+$883	0.03%	567
2023 Q4	$283K	Buy	+6,741	New	+$267K	0.04%	507

Other funds holding WIP

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

International Assets Investment Management's WIP Position: Q1 2025 in Review

International Assets Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2025, closing a stake of 6,936 shares — an estimated $251K sold.

International Assets Investment Management first reported a position in WIP in Q4 2023 and held it in 4 quarters. The position peaked at $283K in Q4 2023. 61 funds tracked by Wall St. Rank hold WIP as of Q1 2025.

International Assets Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2025 after selling out during the quarter.
International Assets Investment Management sold 6,936 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2025, an estimated $251K.
International Assets Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2023 and held it in 4 quarters.
International Assets Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $283K in Q4 2023.
61 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2025.

Based on International Assets Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.