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Chapman Financial Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Chapman Financial Group’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 		$2.3M Buy
121,436
+1,750
+1% +$33.5K 1.53% 16
2026
Q1 		$2.3M Buy
+119,686
New +$2.3M 1.64% 13

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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 19.34% 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

Chapman Financial Group's TIPX Position: Q2 2026 in Review

Chapman Financial Group increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.5% in Q2 2026, buying an estimated $33.5K and bringing the position to 121,436 shares worth $2.3M. The position accounts for 1.53% of the portfolio, ranked #16.

Chapman Financial Group first reported a position in TIPX in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Chapman Financial Group held 121,436 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.3M as of Q2 2026.
  • Chapman Financial Group bought 1,750 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $33.5K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.53% of Chapman Financial Group's portfolio in Q2 2026, its #16 holding.
  • Chapman Financial Group 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.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.