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

Rossby Financial’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 		$2.46K Hold
129
– – ﹤0.01% 1754
2025
Q4 		$2.46K Sell
129
-12
-9% -$231 ﹤0.01% 1309
2025
Q3 		$2.72K Hold
141
– – ﹤0.01% 1085
2025
Q2 		$2.7K Hold
141
– – ﹤0.01% 993
2025
Q1 		$2.69K Buy
+141
New +$2.65K ﹤0.01% 886

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 $20.9B AUM 19.34% 1-Year Est. Return

Rossby Financial's TIPX Position: Q1 2026 in Review

Rossby Financial held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q1 2026 at 129 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Rossby Financial first reported a position in TIPX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.72K in Q3 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Rossby Financial held 129 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.46K as of Q1 2026.
  • Rossby Financial left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1754 holding.
  • Rossby Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.72K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.