Commonwealth Equity Services
TIPX icon

Commonwealth Equity Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-10,799
Closed -$207K – 4431
2025
Q2 		$207K Sell
10,799
-281
-3% -$5.34K ﹤0.01% 3900
2025
Q1 		$213K Sell
11,080
-582
-5% -$10.9K ﹤0.01% 3779
2024
Q4 		$216K Buy
11,662
+396
+4% +$7.4K ﹤0.01% 3696
2024
Q3 		$213K Buy
11,266
+676
+6% +$12.6K ﹤0.01% 3644
2024
Q2 		$196K Sell
10,590
-924
-8% -$17K ﹤0.01% 3645
2024
Q1 		$215K Buy
+11,514
New +$213K ﹤0.01% 3562
2023
Q4 		– Sell
-29,435
Closed -$532K – 4016
2023
Q3 		$532K Sell
29,435
-14,872
-34% -$272K ﹤0.01% 2543
2023
Q2 		$818K Buy
44,307
+19,742
+80% +$369K ﹤0.01% 2242
2023
Q1 		$467 Buy
24,565
+102
+0.4% +$1.9K ﹤0.01% 2621
2022
Q4 		$451K Sell
24,463
-145,227
-86% -$2.68M ﹤0.01% 2555
2022
Q3 		$3.09M Buy
169,690
+136,648
+414% +$2.64M 0.01% 1154
2022
Q2 		$643K Sell
33,042
-502,744
-94% -$10.1M ﹤0.01% 2236
2022
Q1 		$11.1M Buy
535,786
+22,167
+4% +$462K 0.03% 583
2021
Q4 		$10.8M Buy
513,619
+490,271
+2,100% +$10.4M 0.02% 574
2021
Q3 		$492K Buy
+23,348
New +$495K ﹤0.01% 2482

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Commonwealth Equity Services's TIPX Position: Q3 2025 in Review

Commonwealth Equity Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 10,799 shares — an estimated $207K sold.

Commonwealth Equity Services first reported a position in TIPX in Q3 2021 and held it in 15 quarters. The position peaked at $11.1M in Q1 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

  • Commonwealth Equity Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,799 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $207K.
  • Commonwealth Equity Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 15 quarters.
  • Commonwealth Equity Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $11.1M in Q1 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.