Comprehensive Money Management Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Comprehensive Money Management Services’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	$630K	Hold	32,817	–	–	0.41%	77
2025 Q4	$626K	Hold	32,817	–	–	0.43%	83
2025 Q3	$633K	Sell	32,817 -170	-0.5%	-$3.27K	0.45%	78
2025 Q2	$631K	Sell	32,987 -2,950	-8%	-$56K	0.48%	75
2025 Q1	$690K	Sell	35,937 -5,300	-13%	-$99.6K	0.56%	59
2024 Q4	$762K	Buy	+41,237	New	+$770K	0.63%	53

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

Comprehensive Money Management Services's TIPX Position: Q1 2026 in Review

Comprehensive Money Management Services held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q1 2026 at 32,817 shares worth $630K. The position accounts for 0.41% of the portfolio, ranked #77.

Comprehensive Money Management Services first reported a position in TIPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q4 2024. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Comprehensive Money Management Services held 32,817 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $630K as of Q1 2026.
Comprehensive Money Management Services left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.41% of Comprehensive Money Management Services's portfolio in Q1 2026, its #77 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $762K in Q4 2024.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.