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

Traction Financial Partners’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
Q1 		– Sell
-29,200
Closed -$543K – 61
2023
Q4 		$543K Buy
+29,200
New +$532K 0.36% 35

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Bank of America
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BC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Traction Financial Partners's TIPX Position: Q1 2024 in Review

Traction Financial Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 29,200 shares — an estimated $543K sold.

Traction Financial Partners first reported a position in TIPX in Q4 2023 and held it in 1 quarter. The position peaked at $543K in Q4 2023. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

  • Traction Financial Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • Traction Financial Partners sold 29,200 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $543K.
  • Traction Financial Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 1 quarter.
  • Traction Financial Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $543K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on Traction Financial Partners's 13F filing for Q1 2024, filed 13 May 2024.