Brown, Lisle/Cummings’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Brown, Lisle/Cummings’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	$18.5K	Buy	+964	New	+$18.5K	﹤0.01%	483

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

PRP

Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Brown, Lisle/Cummings's TIPX Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 964 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Brown, Lisle/Cummings held 964 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $18.5K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Brown, Lisle/Cummings position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #483 holding.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.