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

NBC Securities’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	$7.29K	Hold	380	–	–	﹤0.01%	2013
2025 Q4	$7.25K	Hold	380	–	–	﹤0.01%	2112
2025 Q3	$7.33K	Hold	380	–	–	﹤0.01%	2095
2025 Q2	$7K	Hold	380	–	–	﹤0.01%	2047
2025 Q1	$7K	Buy	+380	New	+$7.14K	﹤0.01%	1814
2024 Q4	–	Sell	-380	Closed	-$7K	–	1995
2024 Q3	$7K	Hold	380	–	–	﹤0.01%	1833
2024 Q2	$7K	Hold	380	–	–	﹤0.01%	1789
2024 Q1	$7K	Hold	380	–	–	﹤0.01%	1800
2023 Q4	$7K	Sell	380 -475	-56%	-$8.65K	﹤0.01%	1813
2023 Q3	$15K	Buy	+855	New	+$15.6K	﹤0.01%	1576

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