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Safe Harbor Fiduciary’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Safe Harbor Fiduciary’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
-144
Closed -$2.75K – 185
2025
Q4 		$2.75K Buy
+144
New +$2.77K ﹤0.01% 189
2025
Q2 		$1.9K Buy
99
+10
+11% +$190 ﹤0.01% 200
2025
Q1 		$1.71K Sell
89
-1
-1% -$19 ﹤0.01% 190
2024
Q4 		$1.66K Sell
90
-9
-9% -$168 ﹤0.01% 160
2024
Q3 		$1.88K Buy
+99
New +$1.85K ﹤0.01% 169

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
PRP
Peak Retirement Planning Columbus, Ohio $632M AUM 22.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Safe Harbor Fiduciary's TIPX Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026, closing a stake of 144 shares — an estimated $2.75K sold.

Safe Harbor Fiduciary first reported a position in TIPX in Q3 2024 and held it in 5 quarters. The position peaked at $2.75K in Q4 2025. 144 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 144 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $2.75K.
  • Safe Harbor Fiduciary first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.75K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.