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

Kiley Juergens 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 Q1	–	Sell	-13,463	Closed	-$284K	–	70
2021 Q4	$284K	Buy	13,463 +1,647	+14%	+$34.9K	0.11%	68
2021 Q3	$249K	Buy	+11,816	New	+$251K	0.11%	65

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Kiley Juergens Wealth Management's TIPX Position: Q1 2022 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2022, closing a stake of 13,463 shares — an estimated $284K sold.

Kiley Juergens Wealth Management first reported a position in TIPX in Q3 2021 and held it in 2 quarters. The position peaked at $284K in Q4 2021. 124 funds tracked by Wall St. Rank hold TIPX as of Q1 2022.

Kiley Juergens Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2022 after selling out during the quarter.
Kiley Juergens Wealth Management sold 13,463 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2022, an estimated $284K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 2 quarters.
Kiley Juergens Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $284K in Q4 2021.
124 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.