L.M. Kohn & Company’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-11,689	Closed	-$216K	–	307
2024 Q2	$216K	Sell	11,689 -26	-0.2%	-$479	0.06%	244
2024 Q1	$218K	Sell	11,715 -484	-4%	-$8.97K	0.06%	239
2023 Q4	$227K	Sell	12,199 -1,219	-9%	-$22.2K	0.07%	210
2023 Q3	$243K	Sell	13,418 -88	-0.7%	-$1.61K	0.09%	199
2023 Q2	$249K	Sell	13,506 -723	-5%	-$13.5K	0.09%	189
2023 Q1	$271K	Sell	14,229 -7,612	-35%	-$142K	0.11%	174
2022 Q4	$403K	Sell	21,841 -1,648	-7%	-$30.4K	0.19%	130
2022 Q3	$428K	Buy	23,489 +431	+2%	+$8.34K	0.21%	118
2022 Q2	$449K	Sell	23,058 -589	-2%	-$11.8K	0.21%	123
2022 Q1	$490K	Buy	+23,647	New	+$493K	0.19%	134

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

Goldman Sachs New York $871B AUM 31.28% 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

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

L.M. Kohn & Company's TIPX Position: Q3 2024 in Review

L.M. Kohn & Company sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 11,689 shares — an estimated $216K sold.

L.M. Kohn & Company first reported a position in TIPX in Q1 2022 and held it in 10 quarters. The position peaked at $490K in Q1 2022. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

L.M. Kohn & Company reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 11,689 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $216K.
L.M. Kohn & Company first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 10 quarters.
L.M. Kohn & Company's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $490K in Q1 2022.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.