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

Leeward Financial Partners’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
2023 Q3	–	Sell	-16,154	Closed	-$298K	–	84
2023 Q2	$298K	Sell	16,154 -97,471	-86%	-$1.82M	0.17%	69
2023 Q1	$2.16M	Buy	113,625 +4,690	+4%	+$87.6K	1.32%	31
2022 Q4	$2.01M	Sell	108,935 -26,923	-20%	-$497K	1.39%	31
2022 Q3	$2.47M	Buy	135,858 +8,264	+6%	+$160K	1.77%	21
2022 Q2	$2.48M	Buy	+127,594	New	+$2.55M	1.7%	22

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

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

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

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Leeward Financial Partners's TIPX Position: Q3 2023 in Review

Leeward Financial Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 16,154 shares — an estimated $298K sold.

Leeward Financial Partners first reported a position in TIPX in Q2 2022 and held it in 5 quarters. The position peaked at $2.48M in Q2 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

Leeward Financial Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
Leeward Financial Partners sold 16,154 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $298K.
Leeward Financial Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 5 quarters.
Leeward Financial Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.48M in Q2 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on Leeward Financial Partners's 13F filing for Q3 2023, filed 31 Oct 2023.