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

Balboa Wealth Partners’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
-19,123
Closed -$367K – 502
2026
Q1 		$367K Sell
19,123
-174
-0.9% -$3.34K 0.06% 258
2025
Q4 		$368K Buy
19,297
+535
+3% +$10.3K 0.06% 237
2025
Q3 		$362K Buy
18,762
+259
+1% +$4.98K 0.06% 236
2025
Q2 		$354K Buy
18,503
+853
+5% +$16.2K 0.07% 215
2025
Q1 		$339K Sell
17,650
-589
-3% -$11.1K 0.08% 177
2024
Q4 		$337K Buy
18,239
+618
+4% +$11.5K 0.08% 191
2024
Q3 		$334K Sell
17,621
-52
-0.3% -$972 0.08% 178
2024
Q2 		$327K Buy
17,673
+157
+0.9% +$2.89K 0.09% 181
2024
Q1 		$326K Sell
17,516
-2,969
-14% -$55K 0.1% 154
2023
Q4 		$381K Sell
20,485
-38
-0.2% -$692 0.13% 132
2023
Q3 		$371K Buy
20,523
+517
+3% +$9.45K 0.14% 124
2023
Q2 		$369K Buy
20,006
+3,197
+19% +$59.8K 0.13% 140
2023
Q1 		$320K Sell
16,809
-3,114
-16% -$58.1K 0.12% 152
2022
Q4 		$368K Buy
+19,923
New +$368K 0.17% 134

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Balboa Wealth Partners's TIPX Position: Q2 2026 in Review

Balboa Wealth Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026, closing a stake of 19,123 shares — an estimated $367K sold.

Balboa Wealth Partners first reported a position in TIPX in Q4 2022 and held it in 14 quarters. The position peaked at $381K in Q4 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Balboa Wealth Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 19,123 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $367K.
  • Balboa Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 14 quarters.
  • Balboa Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $381K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.