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

Pallas Capital Advisors’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	$384K	Hold	20,026	–	–	0.01%	573
2025 Q4	$382K	Hold	20,026	–	–	0.01%	610
2025 Q3	$386K	Hold	20,026	–	–	0.01%	598
2025 Q2	$383K	Sell	20,026 -3,398	-15%	-$64.6K	0.01%	582
2025 Q1	$450K	Hold	23,424	–	–	0.02%	499
2024 Q4	$433K	Sell	23,424 -67	-0.3%	-$1.25K	0.02%	394
2024 Q3	$440K	Hold	23,491	–	–	0.02%	385
2024 Q2	$436K	Sell	23,491 -453	-2%	-$8.34K	0.02%	334
2024 Q1	$446K	Sell	23,944 -2,047	-8%	-$37.9K	0.02%	299
2023 Q4	$483K	Sell	25,991 -76	-0.3%	-$1.38K	0.03%	269
2023 Q3	$471K	Sell	26,067 -727,468	-97%	-$13.3M	0.03%	241
2023 Q2	$13.9M	Buy	753,535 +56,893	+8%	+$1.06M	0.63%	16
2023 Q1	$13.2M	Buy	696,642 +148,097	+27%	+$2.77M	1.23%	17
2022 Q4	$10.3M	Sell	548,545 -78,429	-13%	-$1.45M	1.04%	24
2022 Q3	$11.4M	Buy	626,974 +45,309	+8%	+$877K	1.27%	13
2022 Q2	$11.5M	Sell	581,665 -16,601	-3%	-$332K	1.58%	9
2022 Q1	$12.2M	Buy	598,266 +38,221	+7%	+$797K	1.55%	11
2021 Q4	$11.6M	Buy	560,045 +118,625	+27%	+$2.51M	1.42%	13
2021 Q3	$9.35M	Buy	441,420 +152,997	+53%	+$3.25M	1.03%	16
2021 Q2	$6.15M	Buy	288,423 +48,120	+20%	+$1.01M	0.86%	23
2021 Q1	$5.11M	Buy	+240,303	New	+$5.03M	1.14%	14

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 $2.78B AUM 23.87% 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 $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pallas Capital Advisors's TIPX Position: Q1 2026 in Review

Pallas Capital Advisors held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q1 2026 at 20,026 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #573.

Pallas Capital Advisors first reported a position in TIPX in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.9M in Q2 2023. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Pallas Capital Advisors held 20,026 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $384K as of Q1 2026.
Pallas Capital Advisors left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #573 holding.
Pallas Capital Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2021 and has held it in 21 quarters since.
Pallas Capital Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $13.9M in Q2 2023.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.