Redwood Financial Network’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Redwood Financial Network’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	-30,904	Closed	-$590K	–	185
2025 Q4	$590K	Sell	30,904 -1,194	-4%	-$22.9K	0.38%	82
2025 Q3	$619K	Sell	32,098 -1,726	-5%	-$33.2K	0.39%	72
2025 Q2	$647K	Sell	33,824 -64	-0.2%	-$1.22K	0.44%	60
2025 Q1	$650K	Sell	33,888 -457	-1%	-$8.59K	0.5%	57
2024 Q4	$635K	Sell	34,345 -2,944	-8%	-$55K	0.47%	59
2024 Q3	$707K	Sell	37,289 -963	-3%	-$18K	0.55%	50
2024 Q2	$707K	Sell	38,252 -1,621	-4%	-$29.8K	0.59%	49
2024 Q1	$743K	Buy	39,873 +16,752	+72%	+$311K	0.65%	45
2023 Q4	$430K	Buy	23,121 +1,880	+9%	+$34.2K	0.42%	82
2023 Q3	$384K	Buy	+21,241	New	+$388K	0.41%	83

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

Redwood Financial Network's TIPX Position: Q1 2026 in Review

Redwood Financial Network sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 30,904 shares — an estimated $590K sold.

Redwood Financial Network first reported a position in TIPX in Q3 2023 and held it in 10 quarters. The position peaked at $743K in Q1 2024. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Redwood Financial Network reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
Redwood Financial Network sold 30,904 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $590K.
Redwood Financial Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and held it in 10 quarters.
Redwood Financial Network's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $743K in Q1 2024.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.