Financial & Tax Architects’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Financial & Tax Architects’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	$1.58M	Buy	82,275 +26,657	+48%	+$512K	0.35%	60
2025 Q4	$1.06M	Buy	55,618 +10,923	+24%	+$210K	0.24%	72
2025 Q3	$862K	Buy	+44,695	New	+$859K	0.19%	75
2022 Q4	–	Sell	-87,223	Closed	-$1.59M	–	93
2022 Q3	$1.59M	Buy	87,223 +23,912	+38%	+$463K	0.6%	40
2022 Q2	$1.23M	Buy	+63,311	New	+$1.27M	0.47%	47
2021 Q4	–	Sell	-41,647	Closed	-$879K	–	104
2021 Q3	$879K	Sell	41,647 -4,982	-11%	-$106K	0.4%	64
2021 Q2	$986K	Buy	+46,629	New	+$983K	0.48%	50

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

Financial & Tax Architects's TIPX Position: Q1 2026 in Review

Financial & Tax Architects increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 48% in Q1 2026, buying an estimated $512K and bringing the position to 82,275 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #60.

Financial & Tax Architects first reported a position in TIPX in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Financial & Tax Architects held 82,275 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.58M as of Q1 2026.
Financial & Tax Architects bought 26,657 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $512K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.35% of Financial & Tax Architects's portfolio in Q1 2026, its #60 holding.
Financial & Tax Architects first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 7 quarters since.
Financial & Tax Architects's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.59M in Q3 2022.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.