| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 11,403 | $289,024.64 | $291,517.69 | $2,493.05 | 0.86% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 3,667 | $95,085.31 | $93,746.85 | -$1,338.46 | -1.41% |
| TJ Taylor Jobe MKT Advisors LLC | 19,760 | $512,043.75 | $504,769.2 | -$7,274.55 | -1.42% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 644 | $16,460.64 | $16,450.98 | -$9.66 | -0.06% |
| SM Sean Murray Quantum Financial Advisors LLC | 264,637 | $6.81M | $6.77M | -$46,480.59 | -0.68% |
| ARCA Exchange | US Country |
The described entity is a fund that specializes in investing in Treasury Inflation-Protected Securities (TIPS) issued by the U.S. Treasury. These securities are designed to help protect investors from inflation because their principal value adjusts based on changes in the inflation rate. The fund specifically focuses on TIPS that have maturity dates ranging from January 1, 2026, to October 15, 2026. By committing to invest at least 80% of its assets in the securities that comprise its underlying index, the fund aims to closely track the performance of inflation-protected public obligations due within that specific timeframe.
This product offers investors an opportunity to hedge against inflation by investing in Treasury Inflation-Protected Securities. By focusing on TIPS with maturity dates between early 2026 and mid-2026, the fund provides a targeted approach for investors looking to safeguard their investments against the eroding effect of inflation over that specific period.
As part of its core services, the fund implements an inflation protection strategy which is executed by investing in TIPS. These securities adjust their principal value in accordance with the inflation rate, thereby offering a potentially more stable and predictable return for investors concerned about inflationary pressures. This strategic focus on TIPS aligns with the fund's objective to provide returns that are reflective of inflation trends, specifically within the designated maturity period of 2026.