Jones Financial Companies
TIPX icon

Jones Financial Companies’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Jones Financial Companies’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 		$140K Buy
7,339
+4,690
+177% +$90K ﹤0.01% 2531
2025
Q4 		$50.5K Buy
2,649
+120
+5% +$2.31K ﹤0.01% 2525
2025
Q3 		$48.7K Buy
2,529
+973
+63% +$18.7K ﹤0.01% 2392
2025
Q2 		$29.7K Hold
1,556
– – ﹤0.01% 2432
2025
Q1 		$29.8K Buy
1,556
+178
+13% +$3.35K ﹤0.01% 2277
2024
Q4 		$25.5K Buy
+1,378
New +$25.7K ﹤0.01% 2149

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jones Financial Companies's TIPX Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 177% in Q1 2026, buying an estimated $90K and bringing the position to 7,339 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Jones Financial Companies first reported a position in TIPX in Q4 2024 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Jones Financial Companies held 7,339 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $140K as of Q1 2026.
  • Jones Financial Companies bought 4,690 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $90K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2531 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.