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Keener Financial Planning’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Keener Financial Planning’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
Q1 		– Sell
-283
Closed -$5K – 214
2023
Q4 		$5K Buy
+283
New +$5.15K ﹤0.01% 165

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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Keener Financial Planning's TIPX Position: Q1 2024 in Review

Keener Financial Planning sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 283 shares — an estimated $5K sold.

Keener Financial Planning first reported a position in TIPX in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

  • Keener Financial Planning reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 283 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $5K.
  • Keener Financial Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.