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Brown, Lisle/Cummings’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Brown, Lisle/Cummings’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 		$83.9K Buy
4,433
+3,469
+360% +$66.3K 0.02% 321
2026
Q1 		$18.5K Buy
+964
New +$18.5K ﹤0.01% 483

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Brown, Lisle/Cummings's TIPX Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 360% in Q2 2026, buying an estimated $66.3K and bringing the position to 4,433 shares worth $83.9K. The position accounts for 0.02% of the portfolio, ranked #321.

Brown, Lisle/Cummings first reported a position in TIPX in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Brown, Lisle/Cummings held 4,433 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $83.9K as of Q2 2026.
  • Brown, Lisle/Cummings bought 3,469 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $66.3K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #321 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2026 and has held it in 2 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 Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.