Financial & Tax Architects’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Financial & Tax Architects’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	$2.16M	Buy	113,911 +31,636	+38%	+$605K	0.45%	55
2026 Q1	$1.58M	Buy	82,275 +26,657	+48%	+$512K	0.35%	60
2025 Q4	$1.06M	Buy	55,618 +10,923	+24%	+$210K	0.24%	72
2025 Q3	$862K	Buy	+44,695	New	+$859K	0.19%	75
2022 Q4	–	Sell	-87,223	Closed	-$1.59M	–	93
2022 Q3	$1.59M	Buy	87,223 +23,912	+38%	+$463K	0.6%	40
2022 Q2	$1.23M	Buy	+63,311	New	+$1.27M	0.47%	47
2021 Q4	–	Sell	-41,647	Closed	-$879K	–	104
2021 Q3	$879K	Sell	41,647 -4,982	-11%	-$106K	0.4%	64
2021 Q2	$986K	Buy	+46,629	New	+$983K	0.48%	50

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

Financial & Tax Architects's TIPX Position: Q2 2026 in Review

Financial & Tax Architects increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 38% in Q2 2026, buying an estimated $605K and bringing the position to 113,911 shares worth $2.16M. The position accounts for 0.45% of the portfolio, ranked #55.

Financial & Tax Architects first reported a position in TIPX in Q2 2021 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Financial & Tax Architects held 113,911 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.16M as of Q2 2026.
Financial & Tax Architects bought 31,636 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $605K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.45% of Financial & Tax Architects's portfolio in Q2 2026, its #55 holding.
Financial & Tax Architects first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 8 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 Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.