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

Creative Financial Designs’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	$650K	Buy	34,348 +2,324	+7%	+$44.4K	0.03%	355
2026 Q1	$615K	Buy	32,024 +579	+2%	+$11.1K	0.04%	303
2025 Q4	$600K	Buy	31,445 +2,184	+7%	+$42K	0.04%	305
2025 Q3	$564K	Buy	29,261 +11,514	+65%	+$221K	0.04%	310
2025 Q2	$340K	Buy	17,747 +7,252	+69%	+$138K	0.02%	373
2025 Q1	$201K	Buy	10,495 +9,474	+928%	+$178K	0.02%	441
2024 Q4	$18.9K	Buy	1,021 +980	+2,390%	+$18.3K	﹤0.01%	1061
2024 Q3	$777	Hold	41	–	–	﹤0.01%	1600
2024 Q2	$758	Hold	41	–	–	﹤0.01%	1561
2024 Q1	$764	Sell	41 -540	-93%	-$10K	﹤0.01%	1576
2023 Q4	$10.8K	Hold	581	–	–	﹤0.01%	1069
2023 Q3	$10.5K	Buy	581 +41	+8%	+$750	﹤0.01%	1016
2023 Q2	$9.97K	Buy	+540	New	+$10.1K	﹤0.01%	1013

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

Creative Financial Designs's TIPX Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 7.3% in Q2 2026, buying an estimated $44.4K and bringing the position to 34,348 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #355.

Creative Financial Designs first reported a position in TIPX in Q2 2023 and has held it in 13 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Creative Financial Designs held 34,348 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $650K as of Q2 2026.
Creative Financial Designs bought 2,324 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $44.4K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #355 holding.
Creative Financial Designs first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and has held it in 13 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.