Badgley Phelps Wealth Managers
TIPX icon

Badgley Phelps Wealth Managers’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Badgley Phelps Wealth Managers’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 		$663K Buy
+36,403
New +$677K 0.01% 221

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
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
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Badgley Phelps Wealth Managers's TIPX Position: Q3 2026 in Review

Badgley Phelps Wealth Managers opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2026: 36,403 shares worth $663K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

35 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Badgley Phelps Wealth Managers held 36,403 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $663K as of Q3 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Badgley Phelps Wealth Managers position in Q3 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #221 holding.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.