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

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

Brookstone Capital Management's TIPX Position: Q2 2026 in Review

Brookstone Capital Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.4% in Q2 2026, selling an estimated $12.8K and leaving 46,869 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #734.

Brookstone Capital Management first reported a position in TIPX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Brookstone Capital Management held 46,869 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $887K as of Q2 2026.
Brookstone Capital Management sold 669 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #734 holding.
Brookstone Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 21 quarters since.
Brookstone Capital Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.09M in Q2 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.