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Kohmann Bosshard Financial Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Kohmann Bosshard Financial Services’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
-5,000
Closed -$95.4K – 567
2025
Q4 		$95.4K Buy
+5,000
New +$96K 0.01% 413

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

Kohmann Bosshard Financial Services's TIPX Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 5,000 shares — an estimated $95.4K sold.

Kohmann Bosshard Financial Services first reported a position in TIPX in Q4 2025 and held it in 1 quarter. The position peaked at $95.4K in Q4 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 5,000 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $95.4K.
  • Kohmann Bosshard Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $95.4K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.