Landmark Wealth Management (Illinois)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Landmark Wealth Management (Illinois)’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	$1.42M	Sell	73,755 -20	-0%	-$384	0.53%	23
2025 Q4	$1.41M	Buy	73,775 +17,770	+32%	+$341K	0.53%	21
2025 Q3	$1.08M	Buy	56,005 +5,501	+11%	+$106K	0.42%	26
2025 Q2	$967K	Buy	50,504 +5,811	+13%	+$110K	0.41%	30
2025 Q1	$858K	Sell	44,693 -4,470	-9%	-$84K	0.41%	35
2024 Q4	$909K	Buy	49,163 +5,412	+12%	+$101K	0.44%	36
2024 Q3	$829K	Buy	43,751 +216	+0.5%	+$4.04K	0.41%	36
2024 Q2	$805K	Buy	+43,535	New	+$801K	0.44%	36

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

Landmark Wealth Management (Illinois)'s TIPX Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.03% in Q1 2026, selling an estimated $384 and leaving 73,755 shares worth $1.42M. The position accounts for 0.53% of the portfolio, ranked #23.

Landmark Wealth Management (Illinois) first reported a position in TIPX in Q2 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Landmark Wealth Management (Illinois) held 73,755 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.42M as of Q1 2026.
Landmark Wealth Management (Illinois) sold 20 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $384.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.53% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #23 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2024 and has held it in 8 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 Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.