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

Iams 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	-10,595	Closed	-$202K	–	198
2025 Q4	$202K	Buy	10,595 +326	+3%	+$6.26K	0.07%	185
2025 Q3	$198K	Sell	10,269 -181	-2%	-$3.48K	0.08%	183
2025 Q2	$200K	Buy	+10,450	New	+$199K	0.09%	166
2025 Q1	–	Sell	-10,475	Closed	-$194K	–	175
2024 Q4	$194K	Buy	+10,475	New	+$196K	0.09%	162

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Iams Wealth Management's TIPX Position: Q1 2026 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 10,595 shares — an estimated $202K sold.

Iams Wealth Management first reported a position in TIPX in Q4 2024 and held it in 4 quarters. The position peaked at $202K in Q4 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Iams 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.
Iams Wealth Management sold 10,595 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $202K.
Iams Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and held it in 4 quarters.
Iams Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $202K in Q4 2025.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.