| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 154 | $8,338.26 | $8,148.91 | -$189.35 | -2.27% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,400 | $611,724 | $603,231 | -$8,493 | -1.39% |
John Mezzasalma Mezzasalma Advisors LLC | 6,140 | $329,637.1 | $324,928.8 | -$4,708.3 | -1.43% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 53,245 | $2.88M | $2.82M | -$63,111.3 | -2.19% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 143,984 | $7.79M | $7.62M | -$171,340.96 | -2.2% |
| 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.