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

Jeppson 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
2022
Q3 		– Sell
-14,667
Closed -$285K – 206
2022
Q2 		$285K Sell
14,667
-60,456
-80% -$1.21M 0.12% 145
2022
Q1 		$1.55M Buy
+75,123
New +$1.57M 0.72% 32

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jeppson Wealth Management's TIPX Position: Q3 2022 in Review

Jeppson Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 14,667 shares — an estimated $285K sold.

Jeppson Wealth Management first reported a position in TIPX in Q1 2022 and held it in 2 quarters. The position peaked at $1.55M in Q1 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

  • Jeppson Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 14,667 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $285K.
  • Jeppson Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 2 quarters.
  • Jeppson Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.55M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Jeppson Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.