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

Accelerate Investment Advisors’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 Q2	$227K	Buy	12,015 +20	+0.2%	+$383	0.13%	135
2026 Q1	$230K	Sell	11,995 -737	-6%	-$14.1K	0.15%	111
2025 Q4	$243K	Sell	12,732 -165	-1%	-$3.17K	0.16%	99
2025 Q3	$249K	Sell	12,897 -133	-1%	-$2.56K	0.17%	95
2025 Q2	$249K	Sell	13,030 -159	-1%	-$3.02K	0.19%	93
2025 Q1	$253K	Sell	13,189 -39	-0.3%	-$733	0.21%	81
2024 Q4	$245K	Sell	13,228 -135	-1%	-$2.52K	0.22%	76
2024 Q3	$253K	Buy	+13,363	New	+$250K	0.25%	62

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Accelerate Investment Advisors's TIPX Position: Q2 2026 in Review

Accelerate Investment Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.17% in Q2 2026, buying an estimated $383 and bringing the position to 12,015 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #135.

Accelerate Investment Advisors first reported a position in TIPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2024. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Accelerate Investment Advisors held 12,015 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $227K as of Q2 2026.
Accelerate Investment Advisors bought 20 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $383.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.13% of Accelerate Investment Advisors's portfolio in Q2 2026, its #135 holding.
Accelerate Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $253K in Q3 2024.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.