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

V Wealth Advisors’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 Q2	–	Sell	-13,877	Closed	-$264K	–	404
2023 Q1	$264K	Sell	13,877 -40,383	-74%	-$754K	0.05%	314
2022 Q4	$1M	Sell	54,260 -472	-0.9%	-$8.72K	0.21%	113
2022 Q3	$997K	Sell	54,732 -769	-1%	-$14.9K	0.2%	112
2022 Q2	$1.08M	Sell	55,501 -1,586	-3%	-$31.7K	0.2%	123
2022 Q1	$1.18M	Sell	57,087 -15,063	-21%	-$314K	0.19%	128
2021 Q4	$1.52M	Buy	72,150 +2,128	+3%	+$45.1K	0.22%	101
2021 Q3	$1.48M	Buy	70,022 +17,297	+33%	+$367K	0.23%	104
2021 Q2	$1.11M	Buy	52,725 +2,526	+5%	+$53.2K	0.18%	138
2021 Q1	$1.05M	Buy	50,199 +4,305	+9%	+$90.1K	0.19%	131
2020 Q4	$959K	Buy	+45,894	New	+$949K	0.2%	133
2020 Q3	–	Sell	-27,740	Closed	-$564K	–	329
2020 Q2	$564K	Buy	27,740 +13,380	+93%	+$269K	0.15%	173
2020 Q1	$282K	Buy	+14,360	New	+$283K	0.09%	230

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFM

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

V Wealth Advisors's TIPX Position: Q2 2023 in Review

V Wealth Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2023, closing a stake of 13,877 shares — an estimated $264K sold.

V Wealth Advisors first reported a position in TIPX in Q1 2020 and held it in 12 quarters. The position peaked at $1.52M in Q4 2021. 140 funds tracked by Wall St. Rank hold TIPX as of Q2 2023.

V Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 13,877 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2023, an estimated $264K.
V Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2020 and held it in 12 quarters.
V Wealth Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.52M in Q4 2021.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.