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

Sanctuary 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 		$776K Buy
40,422
+15,132
+60% +$290K ﹤0.01% 1496
2025
Q4 		$483K Buy
25,290
+8,705
+52% +$167K ﹤0.01% 1748
2025
Q3 		$320K Buy
16,585
+2,817
+20% +$54.1K ﹤0.01% 1965
2025
Q2 		$264K Buy
13,768
+853
+7% +$16.2K ﹤0.01% 1993
2025
Q1 		$248K Buy
12,915
+256
+2% +$4.81K ﹤0.01% 1906
2024
Q4 		$237K Sell
12,659
-12,039
-49% -$225K ﹤0.01% 2145
2024
Q3 		$461K Sell
24,698
-2,272
-8% -$42.5K ﹤0.01% 1748
2024
Q2 		$496K Buy
+26,970
New +$497K ﹤0.01% 1645

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 $564B 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 $376B 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