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

Advisory Services Network’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	–	Sell	-2,023	Closed	-$38.8K	–	4400
2026 Q1	$38.8K	Buy	+2,023	New	+$38.8K	﹤0.01%	2772
2025 Q4	–	Sell	-1,264	Closed	-$24.4K	–	4031
2025 Q3	$24.4K	Buy	+1,264	New	+$24.3K	﹤0.01%	2852
2024 Q1	–	Sell	-1,216	Closed	-$22.6K	–	3459
2023 Q4	$22.6K	Buy	+1,216	New	+$22.1K	﹤0.01%	2463
2023 Q2	–	Sell	-1,216	Closed	-$23.1K	–	3458
2023 Q1	$23.1K	Hold	1,216	–	–	﹤0.01%	2457
2022 Q4	$22.4K	Buy	+1,216	New	+$22.5K	﹤0.01%	2407
2021 Q3	–	Sell	-26	Closed	-$1K	–	3051
2021 Q2	$1K	Buy	+26	New	+$548	﹤0.01%	3512
2019 Q4	–	Sell	-10,480	Closed	-$205K	–	3245
2019 Q3	$205K	Hold	10,480	–	–	0.01%	822
2019 Q2	$205K	Buy	10,480 +7,655	+271%	+$148K	0.01%	820
2019 Q1	$55K	Buy	+2,825	New	+$53.9K	﹤0.01%	1209

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

Advisory Services Network's TIPX Position: Q2 2026 in Review

Advisory Services Network sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026, closing a stake of 2,023 shares — an estimated $38.8K sold.

Advisory Services Network first reported a position in TIPX in Q1 2019 and held it in 9 quarters. The position peaked at $205K in Q3 2019. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Advisory Services Network reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,023 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $38.8K.
Advisory Services Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2019 and held it in 9 quarters.
Advisory Services Network's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $205K in Q3 2019.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.