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

WealthPLAN 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
Q3 		– Sell
-629
Closed -$11.6K – 1082
2023
Q2 		$11.6K Sell
629
-56
-8% -$1.05K ﹤0.01% 768
2023
Q1 		$13K Buy
+685
New +$12.8K ﹤0.01% 803

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners's TIPX Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 629 shares — an estimated $11.6K sold.

WealthPLAN Partners first reported a position in TIPX in Q1 2023 and held it in 2 quarters. The position peaked at $13K in Q1 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 629 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $11.6K.
  • WealthPLAN Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $13K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.