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

Larson Financial Group’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	-376	Closed	-$6.95K	–	2767
2024 Q2	$6.95K	Hold	376	–	–	﹤0.01%	1360
2024 Q1	$7.01K	Hold	376	–	–	﹤0.01%	1126
2023 Q4	$6.99K	Hold	376	–	–	﹤0.01%	1104
2023 Q3	$6.8K	Hold	376	–	–	﹤0.01%	1103
2023 Q2	$6.94K	Hold	376	–	–	﹤0.01%	1026
2023 Q1	$7.16K	Hold	376	–	–	﹤0.01%	1008
2022 Q4	$6.94K	Hold	376	–	–	﹤0.01%	962
2022 Q3	$7K	Hold	376	–	–	﹤0.01%	892
2022 Q2	$7K	Hold	376	–	–	﹤0.01%	807
2022 Q1	$8K	Hold	376	–	–	﹤0.01%	715
2021 Q4	$8K	Buy	+376	New	+$7.96K	﹤0.01%	739

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

Larson Financial Group's TIPX Position: Q3 2024 in Review

Larson Financial Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 376 shares — an estimated $6.95K sold.

Larson Financial Group first reported a position in TIPX in Q4 2021 and held it in 11 quarters. The position peaked at $8K in Q1 2022. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

Larson Financial Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
Larson Financial Group sold 376 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $6.95K.
Larson Financial Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 11 quarters.
Larson Financial Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $8K 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 Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.