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

Principal 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	$332K	Buy	+17,307	New	+$332K	﹤0.01%	1157
2025 Q4	–	Sell	-1,140	Closed	-$22K	–	3307
2025 Q3	$22K	Sell	1,140 -386	-25%	-$7.42K	﹤0.01%	2363
2025 Q2	$29.2K	Buy	1,526 +214	+16%	+$4.07K	﹤0.01%	2143
2025 Q1	$24.3K	Hold	1,312	–	–	﹤0.01%	2106
2024 Q4	$24.3K	Buy	1,312 +504	+62%	+$9.41K	﹤0.01%	2101
2024 Q3	$15.3K	Hold	808	–	–	﹤0.01%	2257
2024 Q2	$14.9K	Buy	808 +636	+370%	+$11.7K	﹤0.01%	2204
2024 Q1	$3.21K	Hold	172	–	–	﹤0.01%	2744
2023 Q4	$3.2K	Buy	+172	New	+$3.13K	﹤0.01%	2683

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

Principal Securities's TIPX Position: Q1 2026 in Review

Principal Securities opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 17,307 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Principal Securities previously reported a position in TIPX as recently as Q3 2025.

Principal Securities first reported a position in TIPX in Q4 2023 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Principal Securities held 17,307 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $332K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Principal Securities position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1157 holding.
Principal Securities first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.