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

Beacon Pointe 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	$869K	Buy	+45,310	New	+$870K	﹤0.01%	1055
2025 Q3	–	Sell	-44,537	Closed	-$852K	–	1522
2025 Q2	$852K	Sell	44,537 -3,126	-7%	-$59.4K	0.01%	715
2025 Q1	$915K	Sell	47,663 -7,000	-13%	-$132K	0.01%	664
2024 Q4	$1.01M	Sell	54,663 -7,141	-12%	-$133K	0.01%	629
2024 Q3	$1.17M	Sell	61,804 -3,371	-5%	-$63K	0.01%	595
2024 Q2	$1.2M	Sell	65,175 -6,035	-8%	-$111K	0.01%	594
2024 Q1	$1.33M	Sell	71,210 -4,235	-6%	-$78.5K	0.01%	598
2023 Q4	$1.4M	Sell	75,445 -31,577	-30%	-$575K	0.02%	570
2023 Q3	$1.93M	Sell	107,022 -42,104	-28%	-$770K	0.02%	466
2023 Q2	$2.75M	Sell	149,126 -25,421	-15%	-$475K	0.05%	322
2023 Q1	$3.32M	Sell	174,547 -65,329	-27%	-$1.22M	0.06%	286
2022 Q4	$4.43M	Sell	239,876 -208,434	-46%	-$3.85M	0.09%	208
2022 Q3	$8.16M	Sell	448,310 -68,501	-13%	-$1.33M	0.18%	129
2022 Q2	$10.1M	Sell	516,811 -14,432	-3%	-$289K	0.21%	110
2022 Q1	$11M	Buy	+531,243	New	+$11.1M	0.15%	145

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 $2.78B AUM 23.87% 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 $20.9B AUM 19.34% 1-Year Est. Return

Beacon Pointe Advisors's TIPX Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 45,310 shares worth $869K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in TIPX as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in TIPX in Q1 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Beacon Pointe Advisors held 45,310 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $869K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Beacon Pointe Advisors position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1055 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 15 quarters since.
Beacon Pointe Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $11M in Q1 2022.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.