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

Wealthcare Advisory 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	-10,986	Closed	-$203K	–	743
2022 Q4	$203K	Sell	10,986 -105	-0.9%	-$1.94K	0.01%	652
2022 Q3	$202K	Buy	+11,091	New	+$215K	0.01%	567
2022 Q2	–	Sell	-14,233	Closed	-$294K	–	615
2022 Q1	$294K	Sell	14,233 -3,302	-19%	-$68.8K	0.02%	421
2021 Q4	$370K	Buy	17,535 +3,174	+22%	+$67.2K	0.02%	392
2021 Q3	$303K	Buy	14,361 +2,404	+20%	+$51K	0.02%	411
2021 Q2	$253K	Buy	11,957 +282	+2%	+$5.95K	0.02%	461
2021 Q1	$244K	Buy	+11,675	New	+$244K	0.02%	441

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

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

Jane Street New York $777B AUM 61.18% 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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Wealthcare Advisory Partners's TIPX Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2023, closing a stake of 10,986 shares — an estimated $203K sold.

Wealthcare Advisory Partners first reported a position in TIPX in Q1 2021 and held it in 7 quarters. The position peaked at $370K in Q4 2021. 137 funds tracked by Wall St. Rank hold TIPX as of Q1 2023.

Wealthcare Advisory Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,986 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2023, an estimated $203K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2021 and held it in 7 quarters.
Wealthcare Advisory Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $370K in Q4 2021.
137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.