TCFP
TIPX icon

Treasure Coast Financial Planning’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Treasure Coast Financial Planning’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 		$10.2M Sell
531,767
-32,123
-6% -$617K 5.25% 6
2025
Q4 		$10.8M Buy
563,890
+32,211
+6% +$619K 5.72% 5
2025
Q3 		$10.3M Buy
531,679
+79,553
+18% +$1.53M 5.72% 5
2025
Q2 		$8.65M Buy
452,126
+16,032
+4% +$305K 5.04% 7
2025
Q1 		$8.37M Buy
436,094
+59,514
+16% +$1.12M 5.19% 6
2024
Q4 		$6.96M Buy
376,580
+4,035
+1% +$75.4K 4.59% 7
2024
Q3 		$7.06M Buy
372,545
+66,628
+22% +$1.25M 4.36% 8
2024
Q2 		$5.65M Buy
305,917
+109,117
+55% +$2.01M 3.73% 8
2024
Q1 		$3.67M Buy
196,800
+5,413
+3% +$100K 2.4% 15
2023
Q4 		$3.56M Buy
191,387
+56,760
+42% +$1.03M 2.48% 14
2023
Q3 		$2.43M Sell
134,627
-289
-0.2% -$5.28K 1.69% 16
2023
Q2 		$2.49M Sell
134,916
-3,437
-2% -$64.3K 1.68% 18
2023
Q1 		$2.63M Sell
138,353
-8,093
-6% -$151K 1.84% 15
2022
Q4 		$2.7M Buy
+146,446
New +$2.7M 2.02% 15

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