PMG Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

PMG Wealth Management’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	$199K	Sell	10,426 -2,035	-16%	-$39.1K	0.14%	59
2025 Q4	$238K	Sell	12,461 -766	-6%	-$14.7K	0.17%	53
2025 Q3	$255K	Hold	13,227	–	–	0.19%	51
2025 Q2	$252K	Sell	13,227 -5,556	-30%	-$106K	0.21%	48
2025 Q1	$359K	Sell	18,783 -391	-2%	-$7.35K	0.38%	34
2024 Q4	$355K	Buy	+19,174	New	+$358K	0.32%	35

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

PMG Wealth Management's TIPX Position: Q1 2026 in Review

PMG Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 16% in Q1 2026, selling an estimated $39.1K and leaving 10,426 shares worth $199K. The position accounts for 0.14% of the portfolio, ranked #59.

PMG Wealth Management first reported a position in TIPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $359K in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

PMG Wealth Management held 10,426 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $199K as of Q1 2026.
PMG Wealth Management sold 2,035 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $39.1K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.14% of PMG Wealth Management's portfolio in Q1 2026, its #59 holding.
PMG Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $359K in Q1 2025.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.