Advisory Services Network’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Advisory Services Network’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	$38.8K	Buy	+2,023	New	+$38.8K	﹤0.01%	2772
2025 Q4	–	Sell	-1,264	Closed	-$24.4K	–	4031
2025 Q3	$24.4K	Buy	+1,264	New	+$24.3K	﹤0.01%	2852
2024 Q1	–	Sell	-1,216	Closed	-$22.6K	–	3459
2023 Q4	$22.6K	Buy	+1,216	New	+$22.1K	﹤0.01%	2463
2023 Q2	–	Sell	-1,216	Closed	-$23.1K	–	3458
2023 Q1	$23.1K	Hold	1,216	–	–	﹤0.01%	2457
2022 Q4	$22.4K	Buy	+1,216	New	+$22.5K	﹤0.01%	2407
2021 Q3	–	Sell	-26	Closed	-$1K	–	3051
2021 Q2	$1K	Buy	+26	New	+$548	﹤0.01%	3512
2019 Q4	–	Sell	-10,480	Closed	-$205K	–	3245
2019 Q3	$205K	Hold	10,480	–	–	0.01%	822
2019 Q2	$205K	Buy	10,480 +7,655	+271%	+$148K	0.01%	820
2019 Q1	$55K	Buy	+2,825	New	+$53.9K	﹤0.01%	1209

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

Advisory Services Network's TIPX Position: Q1 2026 in Review

Advisory Services Network opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 2,023 shares worth $38.8K. The stake represents ﹤0.01% of the portfolio and ranks #2772 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in TIPX as recently as Q3 2025.

Advisory Services Network first reported a position in TIPX in Q1 2019 and has held it in 9 quarters since. The position peaked at $205K in Q3 2019. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Advisory Services Network held 2,023 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $38.8K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Advisory Services Network position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2772 holding.
Advisory Services Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2019 and has held it in 9 quarters since.
Advisory Services Network's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $205K in Q3 2019.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.