RDA Financial Network’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

RDA Financial Network’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 Q4	–	Sell	-12,708	Closed	-$268K	–	231
2021 Q3	$268K	Sell	12,708 -6	-0%	-$127	0.12%	180
2021 Q2	$269K	Hold	12,714	–	–	0.12%	179
2021 Q1	$265K	Hold	12,714	–	–	0.11%	181
2020 Q4	$266K	Sell	12,714 -314	-2%	-$6.49K	0.12%	175
2020 Q3	$270K	Sell	13,028 -50	-0.4%	-$1.03K	0.12%	173
2020 Q2	$266K	Buy	13,078 +6	+0%	+$120	0.13%	163
2020 Q1	$257K	Sell	13,072 -14,037	-52%	-$277K	0.16%	141
2019 Q4	$537K	Hold	27,109	–	–	0.22%	115
2019 Q3	$530K	Sell	27,109 -347	-1%	-$6.8K	0.23%	107
2019 Q2	$534K	Buy	27,456 +2,274	+9%	+$44K	0.24%	106
2019 Q1	$486K	Buy	+25,182	New	+$480K	0.23%	109

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

CPFP

Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

RDA Financial Network's TIPX Position: Q4 2021 in Review

RDA Financial Network sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2021, closing a stake of 12,708 shares — an estimated $268K sold.

RDA Financial Network first reported a position in TIPX in Q1 2019 and held it in 11 quarters. The position peaked at $537K in Q4 2019. 99 funds tracked by Wall St. Rank hold TIPX as of Q4 2021.

RDA Financial Network reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2021 after selling out during the quarter.
RDA Financial Network sold 12,708 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2021, an estimated $268K.
RDA Financial Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2019 and held it in 11 quarters.
RDA Financial Network's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $537K in Q4 2019.
99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2021.

Based on RDA Financial Network's 13F filing for Q4 2021, filed 31 Jan 2022.