Keystone Financial Group (Kentucky)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Keystone Financial Group (Kentucky)’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 Q4	–	Sell	-12,018	Closed	-$228K	–	405
2024 Q3	$228K	Buy	+12,018	New	+$225K	0.03%	334
2024 Q2	–	Sell	-13,349	Closed	-$249K	–	303
2024 Q1	$249K	Sell	13,349 -570	-4%	-$10.6K	0.04%	287
2023 Q4	$259K	Hold	13,919	–	–	0.05%	236
2023 Q3	$252K	Sell	13,919 -403	-3%	-$7.37K	0.04%	236
2023 Q2	$264K	Buy	+14,322	New	+$268K	0.05%	235
2022 Q4	$288K	Sell	15,587 -5,233	-25%	-$96.6K	0.06%	209
2022 Q3	$379K	Hold	20,820	–	–	0.08%	173
2022 Q2	$405K	Buy	20,820 +54	+0.3%	+$1.08K	0.08%	171
2022 Q1	$429K	Sell	20,766 -779	-4%	-$16.2K	0.07%	173
2021 Q4	$455K	Buy	+21,545	New	+$456K	0.07%	173

Other funds holding TIPX

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

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TIPX Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2024, closing a stake of 12,018 shares — an estimated $228K sold.

Keystone Financial Group (Kentucky) first reported a position in TIPX in Q4 2021 and held it in 10 quarters. The position peaked at $455K in Q4 2021. 126 funds tracked by Wall St. Rank hold TIPX as of Q4 2024.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2024 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 12,018 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2024, an estimated $228K.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 10 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $455K in Q4 2021.
126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.