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

Chapman Financial Group’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	$2.3M	Buy	+119,686	New	+$2.3M	1.64%	13

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 $2.53B AUM 17.43% 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 $18.1B AUM 15% 1-Year Est. Return

Chapman Financial Group's TIPX Position: Q1 2026 in Review

Chapman Financial Group opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 119,686 shares worth $2.3M. The stake represents 1.64% of the portfolio and ranks #13 among its holdings.

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

Chapman Financial Group held 119,686 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.3M as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Chapman Financial Group position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.64% of Chapman Financial Group's portfolio in Q1 2026, its #13 holding.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.