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

Foundations Investment 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	$3.73M	Buy	197,174 +34,201	+21%	+$654K	0.04%	295
2026 Q1	$3.13M	Buy	162,973 +42,066	+35%	+$807K	0.04%	295
2025 Q4	$2.31M	Buy	120,907 +52,940	+78%	+$1.02M	0.03%	326
2025 Q3	$1.31M	Buy	67,967 +6,974	+11%	+$134K	0.02%	404
2025 Q2	$1.17M	Sell	60,993 -11,103	-15%	-$211K	0.02%	394
2025 Q1	$1.38M	Buy	72,096 +56,687	+368%	+$1.07M	0.03%	347
2024 Q4	$285K	Buy	+15,409	New	+$288K	0.01%	670

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

Foundations Investment Advisors's TIPX Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 21% in Q2 2026, buying an estimated $654K and bringing the position to 197,174 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #295.

Foundations Investment Advisors first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Foundations Investment Advisors held 197,174 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $3.73M as of Q2 2026.
Foundations Investment Advisors bought 34,201 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $654K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #295 holding.
Foundations Investment Advisors 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.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.