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

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-2,521	Closed	-$49K	–	1810
2022 Q2	$49K	Buy	2,521 +552	+28%	+$11.1K	0.01%	741
2022 Q1	$41K	Sell	1,969 -10,570	-84%	-$220K	0.01%	844
2021 Q4	$265K	Sell	12,539 -15,071	-55%	-$319K	0.04%	385
2021 Q3	$583K	Buy	27,610 +60	+0.2%	+$1.27K	0.1%	203
2021 Q2	$582K	Buy	27,550 +24,100	+699%	+$508K	0.11%	203
2021 Q1	$72K	Buy	3,450 +2,500	+263%	+$52.3K	0.02%	654
2020 Q4	$20K	Sell	950 -200	-17%	-$4.14K	0.01%	977
2020 Q3	$24K	Buy	+1,150	New	+$23.7K	0.01%	747

Other funds holding TIPX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TIPX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 2,521 shares — an estimated $49K sold.

Patriot Financial Group Insurance Agency first reported a position in TIPX in Q3 2020 and held it in 8 quarters. The position peaked at $583K in Q3 2021. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,521 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $49K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $583K in Q3 2021.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.