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

Balboa Wealth 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
2026
Q1 		$367K Sell
19,123
-174
-0.9% -$3.34K 0.06% 258
2025
Q4 		$368K Buy
19,297
+535
+3% +$10.3K 0.06% 237
2025
Q3 		$362K Buy
18,762
+259
+1% +$4.98K 0.06% 236
2025
Q2 		$354K Buy
18,503
+853
+5% +$16.2K 0.07% 215
2025
Q1 		$339K Sell
17,650
-589
-3% -$11.1K 0.08% 177
2024
Q4 		$337K Buy
18,239
+618
+4% +$11.5K 0.08% 191
2024
Q3 		$334K Sell
17,621
-52
-0.3% -$972 0.08% 178
2024
Q2 		$327K Buy
17,673
+157
+0.9% +$2.89K 0.09% 181
2024
Q1 		$326K Sell
17,516
-2,969
-14% -$55K 0.1% 154
2023
Q4 		$381K Sell
20,485
-38
-0.2% -$692 0.13% 132
2023
Q3 		$371K Buy
20,523
+517
+3% +$9.45K 0.14% 124
2023
Q2 		$369K Buy
20,006
+3,197
+19% +$59.8K 0.13% 140
2023
Q1 		$320K Sell
16,809
-3,114
-16% -$58.1K 0.12% 152
2022
Q4 		$368K Buy
+19,923
New +$368K 0.17% 134

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