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

Newbridge Financial Services 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 Q1	–	Sell	-2,400	Closed	-$44.6K	–	1299
2023 Q4	$44.6K	Sell	2,400 -1,556	-39%	-$28.3K	0.02%	418
2023 Q3	$71.5K	Sell	3,956 -2,901	-42%	-$53K	0.04%	352
2023 Q2	$127K	Buy	6,857 +24	+0.4%	+$449	0.06%	265
2023 Q1	$130K	Hold	6,833	–	–	0.07%	272
2022 Q4	$126K	Sell	6,833 -2,185	-24%	-$40.4K	0.07%	261
2022 Q3	$164K	Sell	9,018 -691	-7%	-$13.4K	0.1%	216
2022 Q2	$189K	Buy	9,709 +787	+9%	+$15.8K	0.12%	171
2022 Q1	$185K	Buy	+8,922	New	+$186K	0.09%	211

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

SFM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Newbridge Financial Services Group's TIPX Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 2,400 shares — an estimated $44.6K sold.

Newbridge Financial Services Group first reported a position in TIPX in Q1 2022 and held it in 8 quarters. The position peaked at $189K in Q2 2022. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

Newbridge Financial Services Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 2,400 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $44.6K.
Newbridge Financial Services Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 8 quarters.
Newbridge Financial Services Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $189K in Q2 2022.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.