Golden State Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Golden State Wealth Management’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	-1,570	Closed	-$30K	–	1723
2025 Q4	$30K	Buy	1,570 +19	+1%	+$365	﹤0.01%	820
2025 Q3	$29.9K	Buy	1,551 +17	+1%	+$327	﹤0.01%	810
2025 Q2	$29.4K	Sell	1,534 -242	-14%	-$4.6K	﹤0.01%	781
2025 Q1	$34.1K	Buy	1,776 +1	+0.1%	+$19	0.01%	678
2024 Q4	$32.8K	Buy	+1,775	New	+$33.2K	﹤0.01%	657

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

Golden State Wealth Management's TIPX Position: Q1 2026 in Review

Golden State Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 1,570 shares — an estimated $30K sold.

Golden State Wealth Management first reported a position in TIPX in Q4 2024 and held it in 5 quarters. The position peaked at $34.1K in Q1 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Golden State Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 1,570 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $30K.
Golden State Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $34.1K in Q1 2025.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.