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Lifeworks Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Lifeworks Advisors’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 		$368K Sell
19,193
-189
-1% -$3.63K 0.05% 226
2025
Q4 		$370K Sell
19,382
-604
-3% -$11.6K 0.05% 244
2025
Q3 		$386K Sell
19,986
-134
-0.7% -$2.57K 0.05% 233
2025
Q2 		$385K Sell
20,120
-69
-0.3% -$1.31K 0.06% 228
2025
Q1 		$387K Sell
20,189
-2,456
-11% -$46.2K 0.06% 216
2024
Q4 		$419K Sell
22,645
-2,375
-9% -$44.4K 0.08% 191
2024
Q3 		$474K Buy
+25,020
New +$468K 0.09% 169

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 $564B 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 $376B 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