Comprehensive Money Management Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Comprehensive Money Management 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
2026 Q2	$550K	Sell	29,067 -3,750	-11%	-$71.7K	0.35%	99
2026 Q1	$630K	Hold	32,817	–	–	0.41%	77
2025 Q4	$626K	Hold	32,817	–	–	0.43%	83
2025 Q3	$633K	Sell	32,817 -170	-0.5%	-$3.27K	0.45%	78
2025 Q2	$631K	Sell	32,987 -2,950	-8%	-$56K	0.48%	75
2025 Q1	$690K	Sell	35,937 -5,300	-13%	-$99.6K	0.56%	59
2024 Q4	$762K	Buy	+41,237	New	+$770K	0.63%	53

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

Comprehensive Money Management Services's TIPX Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 11% in Q2 2026, selling an estimated $71.7K and leaving 29,067 shares worth $550K. The position accounts for 0.35% of the portfolio, ranked #99.

Comprehensive Money Management Services first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $762K in Q4 2024. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Comprehensive Money Management Services held 29,067 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $550K as of Q2 2026.
Comprehensive Money Management Services sold 3,750 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $71.7K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.35% of Comprehensive Money Management Services's portfolio in Q2 2026, its #99 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $762K in Q4 2024.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.