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

Allworth Financial’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	$4.56K	Sell	241 -763	-76%	-$14.6K	﹤0.01%	4173
2026 Q1	$19.3K	Hold	1,004	–	–	﹤0.01%	3029
2025 Q4	$19.2K	Sell	1,004 -3,873	-79%	-$74.4K	﹤0.01%	2857
2025 Q3	$94.1K	Sell	4,877 -409	-8%	-$7.86K	﹤0.01%	1720
2025 Q2	$101K	Sell	5,286 -2,104	-28%	-$40K	﹤0.01%	1548
2025 Q1	$141K	Sell	7,390 -1,875	-20%	-$35.2K	﹤0.01%	1074
2024 Q4	$172K	Buy	9,265 +5,941	+179%	+$111K	﹤0.01%	1001
2024 Q3	$63K	Sell	3,324 -64	-2%	-$1.2K	﹤0.01%	1298
2024 Q2	$62.7K	Sell	3,388 -869	-20%	-$16K	﹤0.01%	1274
2024 Q1	$79.4K	Buy	4,257 +63	+2%	+$1.17K	﹤0.01%	1102
2023 Q4	$78K	Buy	+4,194	New	+$76.4K	﹤0.01%	1035
2022 Q4	–	Sell	-535	Closed	-$10K	–	3193
2022 Q3	$10K	Buy	+535	New	+$10.3K	﹤0.01%	1679

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

Allworth Financial's TIPX Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 76% in Q2 2026, selling an estimated $14.6K and leaving 241 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4173.

Allworth Financial first reported a position in TIPX in Q3 2022 and has held it in 12 quarters since. The position peaked at $172K in Q4 2024. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Allworth Financial held 241 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $4.56K as of Q2 2026.
Allworth Financial sold 763 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $14.6K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4173 holding.
Allworth Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2022 and has held it in 12 quarters since.
Allworth Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $172K in Q4 2024.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.