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

Brio Consultants’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	$19.1M	Buy	1,009,494 +24,202	+2%	+$463K	2.24%	9
2026 Q1	$18.9M	Buy	985,292 +38,622	+4%	+$741K	2.32%	9
2025 Q4	$18.1M	Buy	946,670 +58,106	+7%	+$1.12M	2.35%	8
2025 Q3	$17.1M	Buy	888,564 +23,642	+3%	+$454K	2.36%	8
2025 Q2	$16.6M	Buy	864,922 +29,452	+4%	+$559K	2.42%	8
2025 Q1	$16M	Buy	835,470 +12,746	+2%	+$240K	2.52%	9
2024 Q4	$15.2M	Buy	822,724 +40,923	+5%	+$764K	2.38%	10
2024 Q3	$14.8M	Buy	781,801 +19,066	+2%	+$356K	2.36%	11
2024 Q2	$14.1M	Buy	762,735 +19,024	+3%	+$350K	2.32%	12
2024 Q1	$13.9M	Buy	743,711 +62,438	+9%	+$1.16M	2.34%	12
2023 Q4	$12.7M	Buy	681,273 +16,218	+2%	+$295K	2.25%	12
2023 Q3	$12M	Buy	665,055 +4,596	+0.7%	+$84K	2.26%	12
2023 Q2	$12.2M	Buy	660,459 +47,195	+8%	+$882K	2.2%	15
2023 Q1	$11.7M	Buy	613,264 +21,102	+4%	+$394K	2.16%	15
2022 Q4	$10.9M	Buy	592,162 +19,682	+3%	+$364K	2.18%	15
2022 Q3	$10.5M	Buy	572,480 +38,971	+7%	+$754K	2.22%	17
2022 Q2	$10.4M	Buy	533,509 +89,227	+20%	+$1.79M	2.36%	14
2022 Q1	$9.19M	Buy	444,282 +17,456	+4%	+$364K	1.96%	17
2021 Q4	$9.02M	Buy	426,826 +16,741	+4%	+$355K	2.12%	17
2021 Q3	$8.65M	Buy	410,085 +24,049	+6%	+$510K	2.1%	17
2021 Q2	$8.16M	Buy	386,036 +31,695	+9%	+$668K	2.08%	18
2021 Q1	$7.39M	Buy	354,341 +12,153	+4%	+$254K	2.18%	15
2020 Q4	$7.15M	Sell	342,188 -34,296	-9%	-$709K	2.31%	16
2020 Q3	$7.8M	Sell	376,484 -7,603	-2%	-$157K	2.36%	13
2020 Q2	$7.81M	Sell	384,087 -475,405	-55%	-$9.54M	2.61%	11
2020 Q1	$16.9M	Sell	859,492 -3,289	-0.4%	-$64.8K	6.74%	3
2019 Q4	$16.9M	Buy	862,781 +77,387	+10%	+$1.51M	5.69%	4
2019 Q3	$15.4M	Buy	785,394 +32,400	+4%	+$635K	5.76%	4
2019 Q2	$14.7M	Sell	752,994 -1,578	-0.2%	-$30.6K	5.92%	5
2019 Q1	$14.6M	Buy	754,572 +86,989	+13%	+$1.66M	6.47%	5
2018 Q4	$12.6M	Buy	+667,583	New	+$12.6M	6.47%	6

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

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Brio Consultants's TIPX Position: Q2 2026 in Review

Brio Consultants increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.5% in Q2 2026, buying an estimated $463K and bringing the position to 1,009,494 shares worth $19.1M. The position accounts for 2.24% of the portfolio, ranked #9.

Brio Consultants first reported a position in TIPX in Q4 2018 and has held it in 31 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Brio Consultants held 1,009,494 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $19.1M as of Q2 2026.
Brio Consultants bought 24,202 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $463K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 2.24% of Brio Consultants's portfolio in Q2 2026, its #9 holding.
Brio Consultants first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2018 and has held it in 31 quarters since.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.