Retirement Capital Strategies’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Retirement Capital Strategies’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,828	Closed	-$269K	–	70
2025 Q4	$269K	Buy	+6,828	New	+$267K	0.1%	63
2024 Q1	–	Sell	-160,476	Closed	-$6.73M	–	83
2023 Q4	$6.73M	Buy	+160,476	New	+$6.35M	2.92%	10
2023 Q3	–	Sell	-31,894	Closed	-$1.33M	–	71
2023 Q2	$1.33M	Buy	+31,894	New	+$1.34M	0.61%	28

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Capital Strategies's WIP Position: Q1 2026 in Review

Retirement Capital Strategies sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2026, closing a stake of 6,828 shares — an estimated $269K sold.

Retirement Capital Strategies first reported a position in WIP in Q2 2023 and held it in 3 quarters. The position peaked at $6.73M in Q4 2023. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

Retirement Capital Strategies reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Capital Strategies sold 6,828 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $269K.
Retirement Capital Strategies first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2023 and held it in 3 quarters.
Retirement Capital Strategies's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $6.73M in Q4 2023.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.