Hibernia Wealth Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Hibernia Wealth 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	$1.91M	Sell	100,721 -82,146	-45%	-$1.57M	1.03%	18
2026 Q1	$3.51M	Buy	182,867 +5,557	+3%	+$107K	1.04%	17
2025 Q4	$3.38M	Buy	177,310 +90,884	+105%	+$1.75M	1.02%	17
2025 Q3	$1.67M	Sell	86,426 -88,666	-51%	-$1.7M	1.07%	17
2025 Q2	$3.35M	Buy	175,092 +84,640	+94%	+$1.61M	1.08%	16
2025 Q1	$1.74M	Sell	90,452 -14,121	-14%	-$265K	1.23%	15
2024 Q4	$1.93M	Sell	104,573 -114,526	-52%	-$2.14M	1.26%	16
2024 Q3	$4.15M	Sell	219,099 -13,582	-6%	-$254K	1.24%	15
2024 Q2	$4.3M	Buy	232,681 +116,365	+100%	+$2.14M	1.5%	15
2024 Q1	$2.17M	Sell	116,316 -28,125	-19%	-$521K	1.47%	14
2023 Q4	$2.69M	Buy	144,441 +144,153	+50,053%	+$2.62M	2.01%	12
2023 Q3	$5.21K	Buy	+288	New	+$5.27K	﹤0.01%	207

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

Hibernia Wealth Partners's TIPX Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 45% in Q2 2026, selling an estimated $1.57M and leaving 100,721 shares worth $1.91M. The position accounts for 1.03% of the portfolio, ranked #18.

Hibernia Wealth Partners first reported a position in TIPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.3M in Q2 2024. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Hibernia Wealth Partners held 100,721 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.91M as of Q2 2026.
Hibernia Wealth Partners sold 82,146 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $1.57M.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.03% of Hibernia Wealth Partners's portfolio in Q2 2026, its #18 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $4.3M in Q2 2024.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.