Paladin Advisory Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Paladin Advisory 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	$161K	Hold	8,386	–	–	0.12%	96
2025 Q4	$160K	Hold	8,386	–	–	0.12%	94
2025 Q3	$162K	Hold	8,386	–	–	0.13%	88
2025 Q2	$161K	Hold	8,386	–	–	0.12%	93
2025 Q1	$161K	Hold	8,386	–	–	0.13%	93
2024 Q4	$155K	Sell	8,386 -98	-1%	-$1.83K	0.12%	96
2024 Q3	$161K	Hold	8,484	–	–	0.12%	94
2024 Q2	$156K	Hold	8,484	–	–	0.12%	91
2024 Q1	$157K	Hold	8,484	–	–	0.12%	93
2023 Q4	$158K	Sell	8,484 -72,277	-89%	-$1.32M	0.13%	98
2023 Q3	$1.46M	Sell	80,761 -2,357	-3%	-$43.1K	1.23%	27
2023 Q2	$1.53M	Buy	+83,118	New	+$1.55M	1.23%	27

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

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