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

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-7,672
Closed -$142K – 303
2024
Q4 		$142K Buy
7,672
+67
+0.9% +$1.25K 0.05% 215
2024
Q3 		$144K Sell
7,605
-666
-8% -$12.5K 0.05% 201
2024
Q2 		$153K Sell
8,271
-210
-2% -$3.87K 0.05% 185
2024
Q1 		$158K Sell
8,481
-919
-10% -$17K 0.06% 179
2023
Q4 		$175K Buy
9,400
+2,511
+36% +$45.7K 0.06% 161
2023
Q3 		$125K Buy
6,889
+4,204
+157% +$76.9K 0.05% 171
2023
Q2 		$49.6K Buy
+2,685
New +$50.2K 0.02% 212
2022
Q2 		– Sell
-12,482
Closed -$249K – 122
2022
Q1 		$249K Sell
12,482
-3,126
-20% -$65.2K 0.12% 77
2021
Q4 		$321K Sell
15,608
-1,102
-7% -$23.3K 0.14% 79
2021
Q3 		$356K Sell
16,710
-124
-0.7% -$2.63K 0.16% 76
2021
Q2 		$356K Buy
+16,834
New +$355K 0.16% 79

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

VisionPoint Advisory Group's TIPX Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 7,672 shares — an estimated $142K sold.

VisionPoint Advisory Group first reported a position in TIPX in Q2 2021 and held it in 11 quarters. The position peaked at $356K in Q3 2021. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 7,672 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $142K.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and held it in 11 quarters.
  • VisionPoint Advisory Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $356K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.