CA
TIPX icon

CoreCap Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

CoreCap Advisors’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 		$1.8K Hold
95
– – ﹤0.01% 2562
2026
Q1 		$1.82K Hold
95
– – ﹤0.01% 2429
2025
Q4 		$1.81K Buy
+95
New +$1.82K ﹤0.01% 2496
2025
Q1 		– Sell
-135
Closed -$2.5K – 3310
2024
Q4 		$2.5K Hold
135
– – ﹤0.01% 2167
2024
Q3 		$2.56K Hold
135
– – ﹤0.01% 2137
2024
Q2 		$2.5K Hold
135
– – ﹤0.01% 1280
2024
Q1 		$2.52K Buy
+135
New +$2.5K ﹤0.01% 2074
2022
Q4 		$3.28K Buy
+178
New +$3.29K ﹤0.01% 1845
2022
Q3 		– Sell
-390
Closed -$8K – 1940
2022
Q2 		$8K Buy
+390
New +$7.81K ﹤0.01% 1547

Other funds holding TIPX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return