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

Brookstone Capital 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
Q2 		$887K Sell
46,869
-669
-1% -$12.8K 0.01% 734
2026
Q1 		$912K Sell
47,538
-7,424
-14% -$143K 0.01% 676
2025
Q4 		$1.05M Buy
54,962
+607
+1% +$11.7K 0.01% 616
2025
Q3 		$1.05M Sell
54,355
-2,779
-5% -$53.4K 0.01% 595
2025
Q2 		$1.09M Buy
57,134
+384
+0.7% +$7.29K 0.01% 554
2025
Q1 		$1.09M Buy
56,750
+24,474
+76% +$460K 0.02% 534
2024
Q4 		$597K Buy
32,276
+1,858
+6% +$34.7K 0.01% 646
2024
Q3 		$576K Buy
30,418
+14,938
+96% +$279K 0.01% 648
2024
Q2 		$288K Buy
15,480
+313
+2% +$5.76K ﹤0.01% 805
2024
Q1 		$283K Buy
15,167
+9
+0.1% +$167 0.01% 786
2023
Q4 		$282K Sell
15,158
-11,908
-44% -$217K 0.01% 739
2023
Q3 		$487K Sell
27,066
-968
-3% -$17.7K 0.01% 580
2023
Q2 		$511K Buy
28,034
+505
+2% +$9.44K 0.01% 573
2023
Q1 		$517K Sell
27,529
-711
-3% -$13.3K 0.01% 583
2022
Q4 		$525K Sell
28,240
-1,789
-6% -$33K 0.01% 568
2022
Q3 		$551K Sell
30,029
-10,461
-26% -$202K 0.01% 546
2022
Q2 		$786K Buy
40,490
+14,008
+53% +$280K 0.02% 463
2022
Q1 		$538K Sell
26,482
-735
-3% -$15.3K 0.01% 549
2021
Q4 		$567K Buy
27,217
+1,911
+8% +$40.5K 0.01% 492
2021
Q3 		$535K Sell
25,306
-314
-1% -$6.66K 0.01% 483
2021
Q2 		$542K Buy
+25,620
New +$540K 0.01% 466

Other funds holding TIPX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM