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

Optima Capital’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	-7,712	Closed	-$147K	–	1178
2025 Q4	$147K	Sell	7,712 -59,809	-89%	-$1.15M	0.06%	185
2025 Q3	$1.3M	Buy	67,521 +281	+0.4%	+$5.4K	0.63%	48
2025 Q2	$1.29M	Buy	67,240 +17,250	+35%	+$328K	0.69%	44
2025 Q1	$959K	Buy	+49,990	New	+$940K	0.61%	46

Other funds holding TIPX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B 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 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

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Optima Capital's TIPX Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 7,712 shares — an estimated $147K sold.

Optima Capital first reported a position in TIPX in Q1 2025 and held it in 4 quarters. The position peaked at $1.3M in Q3 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Optima Capital reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7,712 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $147K.
Optima Capital first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and held it in 4 quarters.
Optima Capital's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.3M in Q3 2025.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.