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Henderson Brothers Financial Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Henderson Brothers Financial Partners’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 		$1.02M Sell
54,115
-51,121
-49% -$978K 0.48% 31
2026
Q1 		$2.02M Buy
+105,236
New +$2.02M 0.51% 30
2025
Q1 		$938K Buy
+49,171
New +$924K 0.47% 31

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

Henderson Brothers Financial Partners's TIPX Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 49% in Q2 2026, selling an estimated $978K and leaving 54,115 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #31.

Henderson Brothers Financial Partners first reported a position in TIPX in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Henderson Brothers Financial Partners held 54,115 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.02M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 51,121 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $978K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.48% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #31 holding.
  • Henderson Brothers Financial Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.02M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.