Parkside Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Parkside Advisors’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
2021 Q3	–	Sell	-4,764	Closed	-$269K	–	73
2021 Q2	$269K	Sell	4,764 -1,282	-21%	-$72.8K	0.09%	63
2021 Q1	$336K	Buy	6,046 +203	+3%	+$11.6K	0.12%	50
2020 Q4	$343K	Buy	5,843 +10	+0.2%	+$559	0.13%	49
2020 Q3	$316K	Buy	5,833 +1	+0%	+$55	0.14%	48
2020 Q2	$306K	Buy	5,832 +1,708	+41%	+$86.2K	0.14%	49
2020 Q1	$201K	Buy	4,124 +1	+0%	+$53	0.11%	57
2019 Q4	$227K	Buy	4,123 +1	+0%	+$55	0.1%	62
2019 Q3	$225K	Buy	4,122 +1	+0%	+$55	0.12%	58
2019 Q2	$229K	Buy	4,121 +2	+0%	+$108	0.13%	57
2019 Q1	$223K	Hold	4,119	–	–	0.13%	54
2018 Q4	$214K	Buy	4,119 +2	+0%	+$105	0.13%	58
2018 Q3	$217K	Buy	4,117 +2	+0%	+$107	0.14%	44
2018 Q2	$223K	Buy	4,115 +1	+0%	+$56	0.16%	40
2018 Q1	$245K	Buy	4,114 +1	+0%	+$59	0.17%	36
2017 Q4	$237K	Buy	4,113 +2	+0%	+$114	0.17%	32
2017 Q3	$236K	Hold	4,111	–	–	0.17%	34
2017 Q2	$228K	Hold	4,111	–	–	0.16%	35
2017 Q1	$225K	Buy	4,111 +117	+3%	+$6.28K	0.16%	36
2016 Q4	$208K	Hold	3,994	–	–	0.16%	28
2016 Q3	$227K	Hold	3,994	–	–	0.17%	27
2016 Q2	$219K	Sell	3,994 -210	-5%	-$11.4K	0.15%	28
2016 Q1	$228K	Buy	4,204 +2	+0%	+$103	0.16%	30
2015 Q4	$219K	Hold	4,202	–	–	0.16%	28
2015 Q3	$219K	Buy	4,202 +75	+2%	+$4K	0.16%	28
2015 Q2	$227K	Hold	4,127	–	–	0.16%	30
2015 Q1	$225K	Buy	4,127 +165	+4%	+$9.16K	0.16%	30
2014 Q4	$226K	Hold	3,962	–	–	0.16%	32
2014 Q3	$233K	Buy	3,962 +1	+0%	+$61	0.17%	31
2014 Q2	$246K	Sell	3,961 -78	-2%	-$4.77K	0.18%	30
2014 Q1	$243K	Buy	+4,039	New	+$237K	0.19%	30

Other funds holding WIP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LFWA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

Parkside Advisors's WIP Position: Q3 2021 in Review

Parkside Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2021, closing a stake of 4,764 shares — an estimated $269K sold.

Parkside Advisors first reported a position in WIP in Q1 2014 and held it in 30 quarters. The position peaked at $343K in Q4 2020. 100 funds tracked by Wall St. Rank hold WIP as of Q3 2021.

Parkside Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2021 after selling out during the quarter.
Parkside Advisors sold 4,764 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2021, an estimated $269K.
Parkside Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2014 and held it in 30 quarters.
Parkside Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $343K in Q4 2020.
100 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2021.

Based on Parkside Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.