NFG
TIPX icon

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

Next Financial 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
2021
Q4 		$17K Hold
796
– – ﹤0.01% 1969
2021
Q3 		$17K Hold
796
– – ﹤0.01% 1862
2021
Q2 		$17K Buy
+796
New +$16.8K ﹤0.01% 1817

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPFP
Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

Next Financial Group's TIPX Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q4 2021 at 796 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Next Financial Group first reported a position in TIPX in Q2 2021 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold TIPX as of Q4 2021.

  • Next Financial Group held 796 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $17K as of Q4 2021.
  • Next Financial Group left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q4 2021.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1969 holding.
  • Next Financial Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.