Axxcess Wealth Management
TIPX icon

Axxcess Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Axxcess Wealth Management’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
Q3 		$441K Buy
24,204
+1,348
+6% +$25.1K 0.02% 605
2026
Q2 		$433K Sell
22,856
-13,635
-37% -$261K 0.01% 755
2026
Q1 		$700K Buy
36,491
+1,645
+5% +$31.6K 0.02% 272
2025
Q4 		$665K Buy
34,846
+1,107
+3% +$21.3K 0.01% 613
2025
Q3 		$651K Sell
33,739
-10,231
-23% -$197K 0.01% 557
2025
Q2 		$842K Sell
43,970
-151
-0.3% -$2.87K 0.02% 473
2025
Q1 		$847K Sell
44,121
-3,309
-7% -$62.2K 0.02% 438
2024
Q4 		$877K Sell
47,430
-1,350
-3% -$25.2K 0.02% 428
2024
Q3 		$924K Sell
48,780
-4,623
-9% -$86.4K 0.02% 402
2024
Q2 		$987K Sell
53,403
-487
-0.9% -$8.97K 0.03% 379
2024
Q1 		$1M Sell
53,890
-19,704
-27% -$365K 0.03% 371
2023
Q4 		$1.37M Sell
73,594
-5,754
-7% -$105K 0.04% 300
2023
Q3 		$1.43M Buy
79,348
+1,700
+2% +$31.1K 0.05% 254
2023
Q2 		$1.43M Buy
77,648
+9,531
+14% +$178K 0.1% 177
2023
Q1 		$1.3M Sell
68,117
-11,394
-14% -$213K 0.1% 192
2022
Q4 		$1.47M Buy
79,511
+19,094
+32% +$353K 0.12% 166
2022
Q3 		$1.1M Buy
60,417
+3,407
+6% +$65.9K 0.1% 177
2022
Q2 		$1.11M Buy
57,010
+20,218
+55% +$405K 0.1% 176
2022
Q1 		$761K Buy
+36,792
New +$767K 0.06% 271

Other funds holding TIPX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Axxcess Wealth Management's TIPX Position: Q3 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.9% in Q3 2026, buying an estimated $25.1K and bringing the position to 24,204 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #605.

Axxcess Wealth Management first reported a position in TIPX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2022. 35 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Axxcess Wealth Management held 24,204 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $441K as of Q3 2026.
  • Axxcess Wealth Management bought 1,348 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $25.1K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #605 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 19 quarters since.
  • Axxcess Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.47M in Q4 2022.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.