MFG
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Merit Financial Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Merit Financial Group’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
-19,305
Closed -$368K – 2197
2025
Q4 		$368K Sell
19,305
-24,977
-56% -$480K ﹤0.01% 1451
2025
Q3 		$854K Buy
44,282
+3,404
+8% +$65.4K 0.01% 926
2025
Q2 		$782K Buy
40,878
+15,768
+63% +$300K 0.01% 899
2025
Q1 		$482K Buy
25,110
+7,121
+40% +$134K 0.01% 954
2024
Q4 		$333K Buy
17,989
+1,601
+10% +$29.9K 0.01% 888
2024
Q3 		$311K Buy
16,388
+151
+0.9% +$2.82K 0.01% 665
2024
Q2 		$300K Buy
16,237
+642
+4% +$11.8K 0.01% 724
2024
Q1 		$286K Buy
15,595
+2,319
+17% +$43K 0.01% 728
2023
Q4 		$247K Buy
+13,276
New +$242K 0.01% 671

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