Lynx Investment Advisory’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Lynx Investment Advisory’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	$2.23M	Buy	115,990 +56,503	+95%	+$1.08M	1.06%	26
2025 Q4	$1.14M	Sell	59,487 -1,530	-3%	-$29.4K	0.62%	35
2025 Q3	$1.18M	Buy	61,017 +13,289	+28%	+$255K	0.7%	32
2025 Q2	$914K	Buy	47,728 +2,175	+5%	+$41.3K	0.6%	43
2025 Q1	$874K	Buy	45,553 +4,607	+11%	+$86.6K	0.58%	44
2024 Q4	$757K	Buy	40,946 +7,209	+21%	+$135K	0.52%	46
2024 Q3	$639K	Buy	33,737 +701	+2%	+$13.1K	0.46%	50
2024 Q2	$611K	Buy	+33,036	New	+$608K	0.45%	45

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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