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

USAdvisors Wealth 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
2024 Q3	–	Sell	-10,719	Closed	-$198K	–	136
2024 Q2	$198K	Buy	10,719 +650	+6%	+$12K	0.07%	120
2024 Q1	$187K	Sell	10,069 -3,529	-26%	-$65.4K	0.07%	131
2023 Q4	$252K	Sell	13,598 -34,868	-72%	-$635K	0.1%	111
2023 Q3	$876K	Buy	48,466 +1,810	+4%	+$33.1K	0.39%	60
2023 Q2	$856K	Buy	46,656 +514	+1%	+$9.61K	0.41%	63
2023 Q1	$878K	Buy	+46,142	New	+$861K	0.42%	62

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

USAdvisors Wealth Management's TIPX Position: Q3 2024 in Review

USAdvisors Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2024, closing a stake of 10,719 shares — an estimated $198K sold.

USAdvisors Wealth Management first reported a position in TIPX in Q1 2023 and held it in 6 quarters. The position peaked at $878K in Q1 2023. 123 funds tracked by Wall St. Rank hold TIPX as of Q3 2024.

USAdvisors Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 10,719 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2024, an estimated $198K.
USAdvisors Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and held it in 6 quarters.
USAdvisors Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $878K 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 USAdvisors Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.