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Kestra Private Wealth Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Kestra Private Wealth Services’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
2021
Q1 		– Sell
-27,978
Closed -$584K – 843
2020
Q4 		$584K Sell
27,978
-5,872
-17% -$121K 0.04% 403
2020
Q3 		$702K Buy
+33,850
New +$699K 0.06% 315

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
CPFP
Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Kestra Private Wealth Services's TIPX Position: Q1 2021 in Review

Kestra Private Wealth Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2021, closing a stake of 27,978 shares — an estimated $584K sold.

Kestra Private Wealth Services first reported a position in TIPX in Q3 2020 and held it in 2 quarters. The position peaked at $702K in Q3 2020. 49 funds tracked by Wall St. Rank hold TIPX as of Q1 2021.

  • Kestra Private Wealth Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 27,978 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2021, an estimated $584K.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2020 and held it in 2 quarters.
  • Kestra Private Wealth Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $702K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2021.

Based on Kestra Private Wealth Services's 13F filing for Q1 2021, filed 11 May 2021.