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

Retireful LLC’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
2025 Q4	–	Sell	-30,206	Closed	-$583K	–	131
2025 Q3	$583K	Buy	+30,206	New	+$580K	0.56%	63
2025 Q2	–	Sell	-28,957	Closed	-$555K	–	171
2025 Q1	$555K	Buy	+28,957	New	+$544K	0.52%	55
2024 Q4	–	Sell	-75,503	Closed	-$1.43M	–	150
2024 Q3	$1.43M	Sell	75,503 -11,449	-13%	-$214K	1.06%	25
2024 Q2	$1.61M	Buy	+86,952	New	+$1.6M	0.76%	60

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Retireful LLC's TIPX Position: Q4 2025 in Review

Retireful LLC sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2025, closing a stake of 30,206 shares — an estimated $583K sold.

Retireful LLC first reported a position in TIPX in Q2 2024 and held it in 4 quarters. The position peaked at $1.61M in Q2 2024. 140 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

Retireful LLC reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 30,206 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $583K.
Retireful LLC first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2024 and held it in 4 quarters.
Retireful LLC's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.61M in Q2 2024.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.