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FSB Premier Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

FSB Premier Wealth Management’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 		$330K Sell
17,427
-527
-3% -$10.1K 0.09% 193
2026
Q1 		$345K Buy
17,954
+972
+6% +$18.7K 0.11% 171
2025
Q4 		$324K Buy
16,982
+241
+1% +$4.63K 0.1% 178
2025
Q3 		$323K Sell
16,741
-635
-4% -$12.2K 0.11% 169
2025
Q2 		$333K Sell
17,376
-58
-0.3% -$1.1K 0.12% 164
2025
Q1 		$335K Sell
17,434
-2,675
-13% -$50.3K 0.13% 156
2024
Q4 		$372K Sell
20,109
-1
-0% -$19 0.15% 143
2024
Q3 		$381K Sell
20,110
-520
-3% -$9.72K 0.16% 144
2024
Q2 		$381K Sell
20,630
-500
-2% -$9.21K 0.17% 125
2024
Q1 		$394K Sell
21,130
-10,764
-34% -$200K 0.18% 113
2023
Q4 		$593K Sell
31,894
-587
-2% -$10.7K 0.3% 75
2023
Q3 		$587K Sell
32,481
-436
-1% -$7.97K 0.33% 68
2023
Q2 		$608K Sell
32,917
-633
-2% -$11.8K 0.33% 66
2023
Q1 		$638K Sell
33,550
-1,520
-4% -$28.4K 0.36% 63
2022
Q4 		$647K Sell
35,070
-1,281
-4% -$23.7K 0.35% 58
2022
Q3 		$661K Sell
36,351
-1,077
-3% -$20.8K 0.39% 55
2022
Q2 		$728K Sell
37,428
-1,231
-3% -$24.6K 0.4% 56
2022
Q1 		$790K Buy
+38,659
New +$806K 0.4% 55

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

FSB Premier Wealth Management's TIPX Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.9% in Q2 2026, selling an estimated $10.1K and leaving 17,427 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #193.

FSB Premier Wealth Management first reported a position in TIPX in Q1 2022 and has held it in 18 quarters since. The position peaked at $790K in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • FSB Premier Wealth Management held 17,427 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $330K as of Q2 2026.
  • FSB Premier Wealth Management sold 527 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $10.1K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.09% of FSB Premier Wealth Management's portfolio in Q2 2026, its #193 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 18 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $790K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.