Simplicity Solutions’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-11,138	Closed	-$206K	–	1090
2023 Q2	$206K	Sell	11,138 -26,518	-70%	-$496K	0.01%	963
2023 Q1	$717K	Sell	37,656 -11,090	-23%	-$207K	0.02%	585
2022 Q4	$899K	Sell	48,746 -16,141	-25%	-$298K	0.12%	212
2022 Q3	$1.18M	Sell	64,887 -166,174	-72%	-$3.21M	0.17%	139
2022 Q2	$4.5M	Sell	231,061 -79,026	-25%	-$1.58M	0.58%	35
2022 Q1	$6.41M	Buy	+310,087	New	+$6.46M	0.79%	20

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's TIPX Position: Q3 2023 in Review

Simplicity Solutions sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 11,138 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in TIPX in Q1 2022 and held it in 6 quarters. The position peaked at $6.41M in Q1 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

Simplicity Solutions reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 11,138 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $206K.
Simplicity Solutions first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 6 quarters.
Simplicity Solutions's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $6.41M in Q1 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.