QCIG
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Quad-Cities Investment Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Quad-Cities Investment 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
Q3 		– Sell
-12,134
Closed -$256K – 187
2021
Q2 		$256K Buy
12,134
+133
+1% +$2.8K 0.17% 136
2021
Q1 		$250K Buy
+12,001
New +$251K 0.19% 128

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPFP
Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quad-Cities Investment Group's TIPX Position: Q3 2021 in Review

Quad-Cities Investment Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2021, closing a stake of 12,134 shares — an estimated $256K sold.

Quad-Cities Investment Group first reported a position in TIPX in Q1 2021 and held it in 2 quarters. The position peaked at $256K in Q2 2021. 75 funds tracked by Wall St. Rank hold TIPX as of Q3 2021.

  • Quad-Cities Investment Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2021 after selling out during the quarter.
  • Quad-Cities Investment Group sold 12,134 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2021, an estimated $256K.
  • Quad-Cities Investment Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2021 and held it in 2 quarters.
  • Quad-Cities Investment Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $256K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2021.

Based on Quad-Cities Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.