Moneta Group Investment Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Moneta Group Investment Advisors’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	-12,216	Closed	-$258K	–	493
2021 Q4	$258K	Sell	12,216 -7,500	-38%	-$159K	0.01%	411
2021 Q3	$416K	Sell	19,716 -46,241	-70%	-$981K	0.02%	308
2021 Q2	$1.39M	Sell	65,957 -16,027	-20%	-$338K	0.06%	163
2021 Q1	$1.71M	Buy	81,984 +6,404	+8%	+$134K	0.09%	133
2020 Q4	$1.58M	Buy	75,580 +2,835	+4%	+$58.6K	0.11%	113
2020 Q3	$1.51M	Buy	72,745 +684	+0.9%	+$14.1K	0.13%	98
2020 Q2	$1.47M	Buy	72,061 +2,221	+3%	+$44.6K	0.14%	96
2020 Q1	$1.37M	Sell	69,840 -3,082	-4%	-$60.7K	0.14%	95
2019 Q4	$1.43M	Buy	72,922 +2,388	+3%	+$46.7K	0.12%	98
2019 Q3	$1.38M	Buy	70,534 +4,463	+7%	+$87.4K	0.13%	99
2019 Q2	$1.29M	Buy	+66,071	New	+$1.28M	0.13%	103

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

Moneta Group Investment Advisors's TIPX Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2022, closing a stake of 12,216 shares — an estimated $258K sold.

Moneta Group Investment Advisors first reported a position in TIPX in Q2 2019 and held it in 11 quarters. The position peaked at $1.71M in Q1 2021. 124 funds tracked by Wall St. Rank hold TIPX as of Q1 2022.

Moneta Group Investment Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 12,216 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2022, an estimated $258K.
Moneta Group Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2019 and held it in 11 quarters.
Moneta Group Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.71M in Q1 2021.
124 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.