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

Vertex Planning 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
2023
Q1 		– Sell
-42,166
Closed -$778K – 146
2022
Q4 		$778K Buy
+42,166
New +$779K 0.3% 43

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BC
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AA
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GLA
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Vertex Planning Partners's TIPX Position: Q1 2023 in Review

Vertex Planning Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 42,166 shares — an estimated $778K sold.

Vertex Planning Partners first reported a position in TIPX in Q4 2022 and held it in 1 quarter. The position peaked at $778K in Q4 2022. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

  • Vertex Planning Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Vertex Planning Partners sold 42,166 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $778K.
  • Vertex Planning Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Vertex Planning Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $778K in Q4 2022.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.