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TIPX icon

Transce3nd’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Transce3nd’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
Q3 		– Sell
-470
Closed -$9K – 1055
2025
Q2 		$9K Buy
470
+378
+411% +$7.18K ﹤0.01% 594
2025
Q1 		$1.76K Sell
92
-294
-76% -$5.53K ﹤0.01% 876
2024
Q4 		$7.14K Buy
+386
New +$7.21K ﹤0.01% 839

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Transce3nd's TIPX Position: Q3 2025 in Review

Transce3nd sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 470 shares — an estimated $9K sold.

Transce3nd first reported a position in TIPX in Q4 2024 and held it in 3 quarters. The position peaked at $9K in Q2 2025. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

  • Transce3nd reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 470 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $9K.
  • Transce3nd first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $9K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.