Sheets Smith Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sheets Smith Wealth Management’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 Q2	–	Sell	-31,687	Closed	-$608K	–	407
2025 Q1	$608K	Hold	31,687	–	–	0.08%	225
2024 Q4	$586K	Buy	31,687 +202	+0.6%	+$3.77K	0.07%	235
2024 Q3	$597K	Hold	31,485	–	–	0.07%	223
2024 Q2	$582K	Sell	31,485 -31,217	-50%	-$575K	0.07%	217
2024 Q1	$1.17M	Buy	62,702 +2,628	+4%	+$48.7K	0.13%	152
2023 Q4	$1.12M	Buy	60,074 +3,237	+6%	+$58.9K	0.16%	129
2023 Q3	$1.03M	Buy	56,837 +9,188	+19%	+$168K	0.16%	135
2023 Q2	$880K	Buy	47,649 +31,896	+202%	+$596K	0.13%	151
2023 Q1	$300K	Hold	15,753	–	–	0.05%	267
2022 Q4	$291K	Buy	+15,753	New	+$291K	0.05%	259

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $761B AUM 31.28% 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

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

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return

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