Montag & Associates’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Montag & Associates’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	-1,748	Closed	-$33.4K	–	983
2025 Q4	$33.4K	Hold	1,748	–	–	﹤0.01%	644
2025 Q3	$33.7K	Hold	1,748	–	–	﹤0.01%	641
2025 Q2	$33.5K	Hold	1,748	–	–	﹤0.01%	634
2025 Q1	$33.5K	Buy	+1,748	New	+$32.9K	﹤0.01%	665

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Montag & Associates's TIPX Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 1,748 shares — an estimated $33.4K sold.

Montag & Associates first reported a position in TIPX in Q1 2025 and held it in 4 quarters. The position peaked at $33.7K in Q3 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Montag & Associates reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 1,748 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $33.4K.
Montag & Associates first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and held it in 4 quarters.
Montag & Associates's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $33.7K 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 Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.