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

Blodgett Wealth Advisors’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	$268K	Hold	14,144	–	–	0.18%	63
2026 Q1	$271K	Hold	14,144	–	–	0.22%	55
2025 Q4	$270K	Sell	14,144 -1,878	-12%	-$36.1K	0.19%	55
2025 Q3	$309K	Hold	16,022	–	–	0.21%	49
2025 Q2	$307K	Sell	16,022 -188	-1%	-$3.57K	0.24%	46
2025 Q1	$311K	Hold	16,210	–	–	0.27%	47
2024 Q4	$300K	Hold	16,210	–	–	0.24%	48
2024 Q3	$307K	Hold	16,210	–	–	0.26%	47
2024 Q2	$300K	Hold	16,210	–	–	0.25%	45
2024 Q1	$302K	Hold	16,210	–	–	0.27%	48
2023 Q4	$301K	Hold	16,210	–	–	0.31%	45
2023 Q3	$293K	Hold	16,210	–	–	0.32%	46
2023 Q2	$299K	Hold	16,210	–	–	0.31%	46
2023 Q1	$308K	Hold	16,210	–	–	0.36%	45
2022 Q4	$299K	Hold	16,210	–	–	0.36%	45
2022 Q3	$295K	Sell	16,210 -4,000	-20%	-$77.4K	0.35%	47
2022 Q2	$393K	Hold	20,210	–	–	0.43%	44
2022 Q1	$418K	Hold	20,210	–	–	0.35%	49
2021 Q4	$427K	Buy	+20,210	New	+$428K	0.33%	57

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

Blodgett Wealth Advisors's TIPX Position: Q2 2026 in Review

Blodgett Wealth Advisors held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 14,144 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #63.

Blodgett Wealth Advisors first reported a position in TIPX in Q4 2021 and has held it in 19 quarters since. The position peaked at $427K in Q4 2021. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Blodgett Wealth Advisors held 14,144 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $268K as of Q2 2026.
Blodgett Wealth Advisors left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.18% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Blodgett Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $427K in Q4 2021.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.