Accelerate Investment Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Accelerate Investment Advisors’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
2026 Q1	$230K	Sell	11,995 -737	-6%	-$14.1K	0.15%	111
2025 Q4	$243K	Sell	12,732 -165	-1%	-$3.17K	0.16%	99
2025 Q3	$249K	Sell	12,897 -133	-1%	-$2.56K	0.17%	95
2025 Q2	$249K	Sell	13,030 -159	-1%	-$3.02K	0.19%	93
2025 Q1	$253K	Sell	13,189 -39	-0.3%	-$733	0.21%	81
2024 Q4	$245K	Sell	13,228 -135	-1%	-$2.52K	0.22%	76
2024 Q3	$253K	Buy	+13,363	New	+$250K	0.25%	62

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Accelerate Investment Advisors's TIPX Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.8% in Q1 2026, selling an estimated $14.1K and leaving 11,995 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #111.

Accelerate Investment Advisors first reported a position in TIPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $253K in Q3 2024. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Accelerate Investment Advisors held 11,995 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $230K as of Q1 2026.
Accelerate Investment Advisors sold 737 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $14.1K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.15% of Accelerate Investment Advisors's portfolio in Q1 2026, its #111 holding.
Accelerate Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $253K in Q3 2024.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.