Tortoise Investment Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Tortoise Investment Management’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
2021 Q2	–	Sell	-1,595	Closed	-$33K	–	613
2021 Q1	$33K	Hold	1,595	–	–	0.01%	298
2020 Q4	$33K	Hold	1,595	–	–	0.01%	279
2020 Q3	$33K	Hold	1,595	–	–	0.01%	263
2020 Q2	$32K	Hold	1,595	–	–	0.01%	255
2020 Q1	$31K	Sell	1,595 -9,000	-85%	-$177K	0.01%	260
2019 Q4	$208K	Sell	10,595 -1,980	-16%	-$38.7K	0.05%	133
2019 Q3	$246K	Sell	12,575 -1,605	-11%	-$31.4K	0.06%	126
2019 Q2	$278K	Hold	14,180	–	–	0.07%	125
2019 Q1	$274K	Buy	14,180 +1,630	+13%	+$31.1K	0.07%	123
2018 Q4	$237K	Buy	12,550 +11,670	+1,326%	+$220K	0.06%	129
2018 Q3	$17K	Buy	+880	New	+$16.8K	﹤0.01%	346

Other funds holding TIPX

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

SFM

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

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

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

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

CPFP

Clear Perspectives Financial Planning Cincinnati, Ohio $178M AUM 0.27% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Tortoise Investment Management's TIPX Position: Q2 2021 in Review

Tortoise Investment Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2021, closing a stake of 1,595 shares — an estimated $33K sold.

Tortoise Investment Management first reported a position in TIPX in Q3 2018 and held it in 11 quarters. The position peaked at $278K in Q2 2019. 62 funds tracked by Wall St. Rank hold TIPX as of Q2 2021.

Tortoise Investment Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2021 after selling out during the quarter.
Tortoise Investment Management sold 1,595 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2021, an estimated $33K.
Tortoise Investment Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2018 and held it in 11 quarters.
Tortoise Investment Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $278K in Q2 2019.
62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2021.

Based on Tortoise Investment Management's 13F filing for Q2 2021, filed 30 Jul 2021.