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Retirement Capital Strategies’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Retirement Capital Strategies’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
-47,947
Closed -$933K – 67
2022
Q2 		$933K Buy
+47,947
New +$960K 0.42% 28

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Capital Strategies's TIPX Position: Q3 2022 in Review

Retirement Capital Strategies sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 47,947 shares — an estimated $933K sold.

Retirement Capital Strategies first reported a position in TIPX in Q2 2022 and held it in 1 quarter. The position peaked at $933K in Q2 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

  • Retirement Capital Strategies reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 47,947 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $933K.
  • Retirement Capital Strategies first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 1 quarter.
  • Retirement Capital Strategies's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $933K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Retirement Capital Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.