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Northwest Investment Counselors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Northwest Investment Counselors’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
2023
Q4 		– Sell
-1,832
Closed -$33.1K – 490
2023
Q3 		$33.1K Hold
1,832
– – 0.01% 263
2023
Q2 		$33.8K Buy
+1,832
New +$34.3K 0.01% 273

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Northwest Investment Counselors's TIPX Position: Q4 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2023, closing a stake of 1,832 shares — an estimated $33.1K sold.

Northwest Investment Counselors first reported a position in TIPX in Q2 2023 and held it in 2 quarters. The position peaked at $33.8K in Q2 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q4 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,832 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2023, an estimated $33.1K.
  • Northwest Investment Counselors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and held it in 2 quarters.
  • Northwest Investment Counselors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $33.8K in Q2 2023.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.