| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 46,280 | $2.47M | $2.43M | -$34,724.8 | -1.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 76 | $4,112.36 | $3,993.8 | -$118.56 | -2.88% |
| NW Nathan Woodruff Dimension Capital Management LLC | 7,483 | $390,388.11 | $393,755.46 | $3,367.35 | 0.86% |
| TB Thomas Baker Blue Oak Capital LLC | 20,675 | $1.12M | $1.09M | -$23,053.13 | -2.06% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,513 | $617,836.17 | $605,814.06 | -$12,022.11 | -1.95% |
| ARCA Exchange | US Country |
The fund is designed to offer investors exposure to U.S. inflation-protected securities by primarily investing in Treasury Inflation-Protected Securities (TIPS) with a maturity range of 1 to 5 years. The investment strategy focuses on replicating the performance of the ICE BofA 1-5 Year U.S. Inflation-Linked Treasury Index, which is an unmanaged index consisting of TIPS. This targeted investment approach aims to provide a hedge against inflation, making it a strategic choice for investors looking to protect their purchasing power in the long term.
Treasury Inflation-Protected Securities (TIPS) Investment:
Investing predominantly in TIPS, the fund aims to safeguard investors' capital against inflation. TIPS are a form of U.S. Treasury securities designed to protect against inflation because their principal value adjusts based on the inflation rate. This investment strategy is particularly appealing for risk-averse investors seeking a safe asset that can keep pace with inflation.
ICE BofA 1-5 Year U.S. Inflation-Linked Treasury Index Tracking:
The fund's investment strategy involves tracking the performance of the ICE BofA 1-5 Year U.S. Inflation-Linked Treasury Index. This index is composed of short to medium-term TIPS, providing a mix of safety, due to their government backing, and a hedge against inflation. By focusing on securities with a maturity of less than 5 years, the fund seeks to manage interest rate risk while still benefiting from inflation adjustments.