NBT Bank’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

NBT Bank’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 Q2	–	Sell	-177	Closed	-$3.3K	–	614
2024 Q1	$3.3K	Hold	177	–	–	﹤0.01%	525
2023 Q4	$3.29K	Buy	+177	New	+$3.22K	﹤0.01%	520

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

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

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

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

NBT Bank's TIPX Position: Q2 2024 in Review

NBT Bank sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2024, closing a stake of 177 shares — an estimated $3.3K sold.

NBT Bank first reported a position in TIPX in Q4 2023 and held it in 2 quarters. The position peaked at $3.3K in Q1 2024. 134 funds tracked by Wall St. Rank hold TIPX as of Q2 2024.

NBT Bank reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2024 after selling out during the quarter.
NBT Bank sold 177 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2024, an estimated $3.3K.
NBT Bank first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 2 quarters.
NBT Bank's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.3K in Q1 2024.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2024.

Based on NBT Bank's 13F filing for Q2 2024, filed 30 Jul 2024.