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TIPX icon

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

TRUADVICE’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
2023
Q3 		– Sell
-15,170
Closed -$278K – 288
2023
Q2 		$278K Buy
15,170
+1,059
+8% +$19.8K 0.1% 194
2023
Q1 		$267K Buy
+14,111
New +$263K 0.11% 191
2022
Q4 		– Sell
-16,512
Closed -$304K – 164
2022
Q3 		$304K Sell
16,512
-28
-0.2% -$542 0.17% 108
2022
Q2 		$327K Sell
16,540
-937
-5% -$18.8K 0.17% 110
2022
Q1 		$349K Buy
17,477
+263
+2% +$5.48K 0.19% 97
2021
Q4 		$354K Buy
+17,214
New +$365K 0.33% 83

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

TRUADVICE's TIPX Position: Q3 2023 in Review

TRUADVICE sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 15,170 shares — an estimated $278K sold.

TRUADVICE first reported a position in TIPX in Q4 2021 and held it in 6 quarters. The position peaked at $354K in Q4 2021. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

  • TRUADVICE reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 15,170 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $278K.
  • TRUADVICE first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and held it in 6 quarters.
  • TRUADVICE's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $354K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.