| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 24,895 | $647,075.01 | $630,590.35 | -$16,484.66 | -2.55% |
Sean Murray Quantum Financial Advisors LLC | 214,029 | $5.53M | $5.43M | -$102,530.14 | -1.85% |
Michael Yoder Yoder Wealth Management Inc. | 14,600 | $369,012.38 | $369,234 | $221.62 | 0.06% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 19,340 | $496,099.53 | $489,882.2 | -$6,217.33 | -1.25% |
| ARCA Exchange | US Country |
The fund is designed to provide investors with exposure to inflation-protected public obligations of the US Treasury, specifically those known as Treasury Inflation-Protected Securities (TIPS), that have maturity dates ranging from January 1, 2032, to October 15, 2032. It aims to track these securities closely by investing at least 80% of its assets in the TIPS that constitute the underlying index. This strategic focus is intended to offer protection against inflation for investors, making it an appealing option for those looking to safeguard their investments against the decrease in purchasing power over time.
The primary offering includes TIPS, which are inflation-indexed bonds issued by the U.S. Treasury. These securities are designed to protect investors from the erosive effects of inflation on the real value of their investments. TIPS achieve this by adjusting the principal value of the bonds based on changes in the Consumer Price Index (CPI), a measure of inflation. As inflation increases, the principal value of TIPS increases, and when inflation decreases, the principal adjusts downward. The interest payments, which are made semi-annually, are calculated based on the adjusted principal. Thus, investors receive increased payments during periods of inflation and decreased payments during periods of deflation, keeping the real value of their investment stable over time.