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Allworth Financial’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Allworth Financial’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 		$19.3K Hold
1,004
– – ﹤0.01% 3029
2025
Q4 		$19.2K Sell
1,004
-3,873
-79% -$74.4K ﹤0.01% 2857
2025
Q3 		$94.1K Sell
4,877
-409
-8% -$7.86K ﹤0.01% 1720
2025
Q2 		$101K Sell
5,286
-2,104
-28% -$40K ﹤0.01% 1548
2025
Q1 		$141K Sell
7,390
-1,875
-20% -$35.2K ﹤0.01% 1074
2024
Q4 		$172K Buy
9,265
+5,941
+179% +$111K ﹤0.01% 1001
2024
Q3 		$63K Sell
3,324
-64
-2% -$1.2K ﹤0.01% 1298
2024
Q2 		$62.7K Sell
3,388
-869
-20% -$16K ﹤0.01% 1274
2024
Q1 		$79.4K Buy
4,257
+63
+2% +$1.17K ﹤0.01% 1102
2023
Q4 		$78K Buy
+4,194
New +$76.4K ﹤0.01% 1035
2022
Q4 		– Sell
-535
Closed -$10K – 3193
2022
Q3 		$10K Buy
+535
New +$10.3K ﹤0.01% 1679

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return