Strategic Financial Concepts’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Strategic Financial Concepts’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
2024 Q3	–	Sell	-21,851	Closed	-$404K	–	692
2024 Q2	$404K	Sell	21,851 -11,861	-35%	-$218K	0.24%	81
2024 Q1	$628K	Sell	33,712 -10,264	-23%	-$190K	0.15%	144
2023 Q4	$818K	Hold	43,976	–	–	0.48%	58
2023 Q3	$795K	Sell	43,976 -4,750	-10%	-$86.9K	0.27%	89
2023 Q2	$899K	Hold	48,726	–	–	0.33%	76
2023 Q1	$927K	Buy	+48,726	New	+$910K	0.37%	67

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

Strategic Financial Concepts's TIPX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 21,851 shares — an estimated $404K sold.

Strategic Financial Concepts first reported a position in TIPX in Q1 2023 and held it in 6 quarters. The position peaked at $927K in Q1 2023. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

Strategic Financial Concepts reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
Strategic Financial Concepts sold 21,851 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $404K.
Strategic Financial Concepts first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and held it in 6 quarters.
Strategic Financial Concepts's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $927K in Q1 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.