D.J. St. Germain’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

D.J. St. Germain’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	$30.5M	Buy	1,586,908 +122,801	+8%	+$2.36M	1.21%	24
2025 Q4	$27.9M	Buy	1,464,107 +169,271	+13%	+$3.25M	1.08%	29
2025 Q3	$25M	Buy	1,294,836 +64,514	+5%	+$1.24M	1%	34
2025 Q2	$23.5M	Buy	1,230,322 +71,411	+6%	+$1.36M	1.02%	33
2025 Q1	$22.2M	Buy	1,158,911 +132,255	+13%	+$2.49M	1.05%	28
2024 Q4	$19M	Buy	1,026,656 +46,129	+5%	+$862K	0.86%	35
2024 Q3	$18.6M	Buy	980,527 +40,603	+4%	+$759K	0.85%	36
2024 Q2	$17.4M	Buy	939,924 +50,879	+6%	+$937K	0.84%	39
2024 Q1	$16.6M	Buy	889,045 +180,342	+25%	+$3.34M	0.81%	40
2023 Q4	$13.2M	Buy	708,703 +190,028	+37%	+$3.46M	0.69%	49
2023 Q3	$9.38M	Buy	518,675 +148,041	+40%	+$2.71M	0.53%	60
2023 Q2	$6.84M	Buy	+370,634	New	+$6.93M	0.36%	71
2022 Q4	$6.08K	Buy	329,289 +214,804	+188%	+$3.97M	﹤0.01%	308
2022 Q3	$2.23M	Hold	114,485	–	–	0.15%	95
2022 Q2	$2.23M	Buy	+114,485	New	+$2.29M	0.15%	95

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

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

D.J. St. Germain's TIPX Position: Q1 2026 in Review

D.J. St. Germain increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 8.4% in Q1 2026, buying an estimated $2.36M and bringing the position to 1,586,908 shares worth $30.5M. The position accounts for 1.21% of the portfolio, ranked #24.

D.J. St. Germain first reported a position in TIPX in Q2 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

D.J. St. Germain held 1,586,908 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $30.5M as of Q1 2026.
D.J. St. Germain bought 122,801 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $2.36M.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.21% of D.J. St. Germain's portfolio in Q1 2026, its #24 holding.
D.J. St. Germain first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.