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 $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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