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

Hibernia Wealth Partners’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	$3.51M	Buy	182,867 +5,557	+3%	+$107K	1.04%	17
2025 Q4	$3.38M	Buy	177,310 +90,884	+105%	+$1.75M	1.02%	17
2025 Q3	$1.67M	Sell	86,426 -88,666	-51%	-$1.7M	1.07%	17
2025 Q2	$3.35M	Buy	175,092 +84,640	+94%	+$1.61M	1.08%	16
2025 Q1	$1.74M	Sell	90,452 -14,121	-14%	-$265K	1.23%	15
2024 Q4	$1.93M	Sell	104,573 -114,526	-52%	-$2.14M	1.26%	16
2024 Q3	$4.15M	Sell	219,099 -13,582	-6%	-$254K	1.24%	15
2024 Q2	$4.3M	Buy	232,681 +116,365	+100%	+$2.14M	1.5%	15
2024 Q1	$2.17M	Sell	116,316 -28,125	-19%	-$521K	1.47%	14
2023 Q4	$2.69M	Buy	144,441 +144,153	+50,053%	+$2.62M	2.01%	12
2023 Q3	$5.21K	Buy	+288	New	+$5.27K	﹤0.01%	207

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

Hibernia Wealth Partners's TIPX Position: Q1 2026 in Review

Hibernia Wealth Partners increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.1% in Q1 2026, buying an estimated $107K and bringing the position to 182,867 shares worth $3.51M. The position accounts for 1.04% of the portfolio, ranked #17.

Hibernia Wealth Partners first reported a position in TIPX in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.3M in Q2 2024. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Hibernia Wealth Partners held 182,867 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $3.51M as of Q1 2026.
Hibernia Wealth Partners bought 5,557 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $107K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.04% of Hibernia Wealth Partners's portfolio in Q1 2026, its #17 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and has held it in 11 quarters since.
Hibernia Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $4.3M in Q2 2024.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Hibernia Wealth Partners's 13F filing for Q1 2026, filed 4 May 2026.