SXL
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Summit X LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Summit X LLC’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,725
Closed -$2.21M – 235
2024
Q3 		$2.21M Sell
20,725
-832
-4% -$90.4K 0.54% 37
2024
Q2 		$2.3M Buy
21,557
+1,147
+6% +$122K 0.52% 38
2024
Q1 		$2.19M Buy
20,410
+908
+5% +$97K 0.56% 39
2023
Q4 		$2.1M Buy
19,502
+303
+2% +$31.7K 0.6% 35
2023
Q3 		$1.99M Buy
+19,199
New +$2.03M 0.63% 30
2023
Q1 		– Sell
-18,697
Closed -$2.13M – 291
2022
Q4 		$2.13M Buy
18,697
+2,851
+18% +$304K 0.62% 32
2022
Q3 		$1.66M Sell
15,846
-2,853
-15% -$323K 0.49% 42
2022
Q2 		$2.14M Buy
18,699
+124
+0.7% +$14.7K 0.62% 32
2022
Q1 		$2.3M Sell
18,575
-8,125
-30% -$1.02M 0.56% 36
2021
Q4 		$3.44M Buy
26,700
+9,523
+55% +$1.23M 0.8% 29
2021
Q3 		$2.2M Buy
17,177
+13,395
+354% +$1.73M 0.55% 42
2021
Q2 		$482K Buy
3,782
+747
+25% +$94.9K 0.12% 173
2021
Q1 		$381K Sell
3,035
-130
-4% -$16.5K 0.1% 194
2020
Q4 		$403K Buy
3,165
+962
+44% +$121K 0.12% 172
2020
Q3 		$2.4K Buy
2,203
+552
+33% +$69.3K 0.04% 173
2020
Q2 		$203K Buy
+1,651
New +$201K 0.08% 193
2017
Q3 		– Sell
-6,552
Closed -$735K – 193
2017
Q2 		$735K Buy
+6,552
New +$749K 0.52% 46

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return