Sound Income Strategies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Sound Income Strategies’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7K	Hold	721	–	–	﹤0.01%	1218
2025 Q4	$18.7K	Buy	+721	New	+$18.9K	﹤0.01%	1180
2025 Q1	–	Sell	-234	Closed	-$5.92K	–	1616
2024 Q4	$5.92K	Hold	234	–	–	﹤0.01%	956
2024 Q3	$6.15K	Hold	234	–	–	﹤0.01%	904
2024 Q2	$5.95K	Hold	234	–	–	﹤0.01%	903
2024 Q1	$6K	Hold	234	–	–	﹤0.01%	873
2023 Q4	$5.98K	Hold	234	–	–	﹤0.01%	857
2023 Q3	$5.81K	Hold	234	–	–	﹤0.01%	717
2023 Q2	$6.05K	Sell	234 -214	-48%	-$5.59K	﹤0.01%	699
2023 Q1	$11.9K	Hold	448	–	–	﹤0.01%	516
2022 Q4	$11.5K	Sell	448 -3,491	-89%	-$90.1K	﹤0.01%	489
2022 Q3	$100K	Buy	+3,939	New	+$108K	0.01%	172

Other funds holding SPIP

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Bank of America

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