Park Square Financial Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Park Square Financial Group’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-121	Closed	-$4.83K	–	964
2025 Q2	$4.83K	Hold	121	–	–	﹤0.01%	739
2025 Q1	$4.54K	Hold	121	–	–	﹤0.01%	761
2024 Q4	$4.38K	Buy	+121	New	+$4.58K	﹤0.01%	726

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FWP

Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

ITB

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Park Square Financial Group's WIP Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2025, closing a stake of 121 shares — an estimated $4.83K sold.

Park Square Financial Group first reported a position in WIP in Q4 2024 and held it in 3 quarters. The position peaked at $4.83K in Q2 2025. 58 funds tracked by Wall St. Rank hold WIP as of Q3 2025.

Park Square Financial Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 121 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2025, an estimated $4.83K.
Park Square Financial Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $4.83K in Q2 2025.
58 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.