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

Regal Investment 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 		$235K Buy
+12,240
New +$235K 0.01% 592
2022
Q4 		– Sell
-11,186
Closed -$204K – 517
2022
Q3 		$204K Sell
11,186
-59,628
-84% -$1.15M 0.02% 443
2022
Q2 		$1.38M Buy
+70,814
New +$1.42M 0.14% 144

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
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

Regal Investment Advisors's TIPX Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 12,240 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in TIPX as recently as Q3 2022.

Regal Investment Advisors first reported a position in TIPX in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.38M in Q2 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Regal Investment Advisors held 12,240 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $235K as of Q1 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Regal Investment Advisors position in Q1 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #592 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 3 quarters since.
  • Regal Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.38M in Q2 2022.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.