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

Simplicity Wealth’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	$1.04M	Buy	54,399 +10,139	+23%	+$195K	0.06%	289
2025 Q4	$844K	Buy	44,260 +3,505	+9%	+$67.3K	0.05%	316
2025 Q3	$786K	Sell	40,755 -27,291	-40%	-$524K	0.05%	346
2025 Q2	$1.3M	Buy	68,046 +46,057	+209%	+$875K	0.05%	282
2025 Q1	$422K	Buy	+21,989	New	+$413K	0.03%	368
2024 Q4	–	Sell	-23,572	Closed	-$447K	–	497
2024 Q3	$447K	Sell	23,572 -7,470	-24%	-$140K	0.04%	315
2024 Q2	$574K	Buy	31,042 +3,284	+12%	+$60.5K	0.01%	701
2024 Q1	$517K	Buy	27,758 +75	+0.3%	+$1.39K	0.01%	724
2023 Q4	$515K	Buy	27,683 +8,811	+47%	+$160K	0.2%	94
2023 Q3	$341K	Buy	18,872 +7,734	+69%	+$141K	0.2%	59
2023 Q2	$206K	Buy	11,138 +713	+7%	+$13.3K	0.13%	74
2023 Q1	$198K	Buy	+10,425	New	+$195K	0.13%	66

Other funds holding TIPX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Simplicity Wealth's TIPX Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 23% in Q1 2026, buying an estimated $195K and bringing the position to 54,399 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #289.

Simplicity Wealth first reported a position in TIPX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q2 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Simplicity Wealth held 54,399 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.04M as of Q1 2026.
Simplicity Wealth bought 10,139 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $195K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #289 holding.
Simplicity Wealth first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and has held it in 12 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.3M in Q2 2025.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.