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

Arax Advisory Partners’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
2025 Q2	–	Sell	-1,053	Closed	-$20.2K	–	3190
2025 Q1	$20.2K	Buy	+1,053	New	+$19.8K	﹤0.01%	1301
2023 Q1	–	Sell	-2,609	Closed	-$48.1K	–	1311
2022 Q4	$48.1K	Buy	2,609 +7	+0.3%	+$129	0.01%	452
2022 Q3	$47K	Buy	2,602 +66	+3%	+$1.28K	0.01%	442
2022 Q2	$49K	Buy	2,536 +63	+3%	+$1.26K	0.01%	426
2022 Q1	$51K	Buy	2,473 +8	+0.3%	+$167	0.01%	452
2021 Q4	$52K	Buy	2,465 +31	+1%	+$656	0.01%	452
2021 Q3	$51K	Buy	2,434 +45	+2%	+$955	0.01%	452
2021 Q2	$50K	Buy	+2,389	New	+$50.4K	0.01%	470

Other funds holding TIPX

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 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

Security National Bank Omaha, Nebraska $687M AUM 28.21% 1-Year Est. Return

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return