Mariner Independent Advisor Network’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Mariner Independent Advisor Network’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 Q3	$245K	Buy	13,436 +202	+2%	+$3.91K	0.01%	542
2022 Q2	$257K	Buy	13,234 +130	+1%	+$2.6K	0.01%	532
2022 Q1	$268K	Buy	13,104 +14	+0.1%	+$292	0.01%	493
2021 Q4	$276K	Buy	13,090 +1,037	+9%	+$22K	0.01%	432
2021 Q3	$254K	Buy	12,053 +1	+0%	+$21	0.01%	448
2021 Q2	$253K	Buy	12,052 +50	+0.4%	+$1.05K	0.01%	464
2021 Q1	$250K	Buy	12,002 +2	+0%	+$42	0.01%	418
2020 Q4	$251K	Hold	12,000	–	–	0.01%	390
2020 Q3	$248K	Buy	+12,000	New	+$248K	0.02%	297

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Independent Advisor Network's TIPX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.5% in Q3 2022, buying an estimated $3.91K and bringing the position to 13,436 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #542.

Mariner Independent Advisor Network first reported a position in TIPX in Q3 2020 and has held it in 9 quarters since. The position peaked at $276K in Q4 2021. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

Mariner Independent Advisor Network held 13,436 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $245K as of Q3 2022.
Mariner Independent Advisor Network bought 202 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $3.91K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #542 holding.
Mariner Independent Advisor Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2020 and has held it in 9 quarters since.
Mariner Independent Advisor Network's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $276K in Q4 2021.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.