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

West Wealth 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
2024
Q1 		– Sell
-13,554
Closed -$252K – 99
2023
Q4 		$252K Sell
13,554
-3,181
-19% -$57.9K 0.1% 70
2023
Q3 		$303K Buy
16,735
+45
+0.3% +$823 0.13% 55
2023
Q2 		$308K Buy
+16,690
New +$312K 0.13% 49

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

West Wealth Group's TIPX Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2024, closing a stake of 13,554 shares — an estimated $252K sold.

West Wealth Group first reported a position in TIPX in Q2 2023 and held it in 3 quarters. The position peaked at $308K in Q2 2023. 145 funds tracked by Wall St. Rank hold TIPX as of Q1 2024.

  • West Wealth Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 13,554 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2024, an estimated $252K.
  • West Wealth Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and held it in 3 quarters.
  • West Wealth Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $308K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.