Flagship Harbor Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-1,775	Closed	-$33.9K	–	2050
2025 Q4	$33.9K	Buy	+1,775	New	+$34.1K	﹤0.01%	1173
2023 Q4	–	Sell	-14,796	Closed	-$268K	–	671
2023 Q3	$268K	Sell	14,796 -393	-3%	-$7.19K	0.02%	498
2023 Q2	$280K	Buy	15,189 +1,176	+8%	+$22K	0.02%	491
2023 Q1	$267K	Buy	+14,013	New	+$262K	0.03%	513
2022 Q3	–	Sell	-18,395	Closed	-$358K	–	619
2022 Q2	$358K	Buy	+18,395	New	+$368K	0.04%	400

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Flagship Harbor Advisors's TIPX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 1,775 shares — an estimated $33.9K sold.

Flagship Harbor Advisors first reported a position in TIPX in Q2 2022 and held it in 5 quarters. The position peaked at $358K in Q2 2022. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Flagship Harbor Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,775 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $33.9K.
Flagship Harbor Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and held it in 5 quarters.
Flagship Harbor Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $358K in Q2 2022.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.