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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 – 2194
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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Merit Financial Group's TIPX Position: Q1 2026 in Review

Merit Financial Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 19,305 shares — an estimated $368K sold.

Merit Financial Group first reported a position in TIPX in Q4 2023 and held it in 9 quarters. The position peaked at $854K in Q3 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Merit Financial Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 19,305 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $368K.
  • Merit Financial Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 9 quarters.
  • Merit Financial Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $854K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.