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

WBI Investments’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	$332K	Sell	17,277 -47,578	-73%	-$913K	0.09%	228
2025 Q4	$1.24M	Sell	64,855 -8,671	-12%	-$167K	0.32%	79
2025 Q3	$1.42M	Sell	73,526 -5,287	-7%	-$102K	0.36%	71
2025 Q2	$1.51M	Sell	78,813 -5,583	-7%	-$106K	0.39%	73
2025 Q1	$1.62M	Buy	+84,396	New	+$1.59M	0.43%	69
2023 Q1	–	Sell	-10,123	Closed	-$187K	–	231
2022 Q4	$187K	Buy	+10,123	New	+$187K	0.04%	155
2022 Q2	–	Sell	-243,602	Closed	-$5M	–	196
2022 Q1	$5M	Buy	243,602 +27,453	+13%	+$572K	0.81%	34
2021 Q4	$4.52M	Buy	216,149 +55,497	+35%	+$1.18M	0.72%	31
2021 Q3	$3.35M	Buy	160,652 +6,121	+4%	+$130K	0.56%	42
2021 Q2	$3.27M	Buy	+154,531	New	+$3.26M	0.5%	47

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

WBI Investments's TIPX Position: Q1 2026 in Review

WBI Investments reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 73% in Q1 2026, selling an estimated $913K and leaving 17,277 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #228.

WBI Investments first reported a position in TIPX in Q2 2021 and has held it in 10 quarters since. The position peaked at $5M in Q1 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

WBI Investments held 17,277 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $332K as of Q1 2026.
WBI Investments sold 47,578 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $913K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.09% of WBI Investments's portfolio in Q1 2026, its #228 holding.
WBI Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 10 quarters since.
WBI Investments's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5M in Q1 2022.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.