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

IFP 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 		$149K Buy
7,851
+4,483
+133% +$85.7K ﹤0.01% 1719
2026
Q1 		$64.6K Sell
3,368
-216
-6% -$4.15K ﹤0.01% 2108
2025
Q4 		$68.4K Hold
3,584
– – ﹤0.01% 2014
2025
Q3 		$69.1K Sell
3,584
-216
-6% -$4.15K ﹤0.01% 1909
2025
Q2 		$72.7K Sell
3,800
-1,930
-34% -$36.7K ﹤0.01% 1836
2025
Q1 		$110K Buy
5,730
+2,146
+60% +$40.3K ﹤0.01% 1473
2024
Q4 		$66.3K Sell
3,584
-16
-0.4% -$299 ﹤0.01% 1687
2024
Q3 		$68.2K Buy
3,600
+216
+6% +$4.04K ﹤0.01% 1580
2024
Q2 		$62.5K Hold
3,384
– – ﹤0.01% 1569
2024
Q1 		$63.1K Hold
3,384
– – ﹤0.01% 1494
2023
Q4 		$62.9K Sell
3,384
-3,168
-48% -$57.7K ﹤0.01% 1448
2023
Q3 		$118K Buy
6,552
+1,800
+38% +$32.9K 0.01% 1181
2023
Q2 		$87.7K Sell
4,752
-1,280
-21% -$23.9K ﹤0.01% 1363
2023
Q1 		$116K Sell
6,032
-6,320
-51% -$118K 0.01% 1180
2022
Q4 		$238K Sell
12,352
-5,668
-31% -$105K 0.01% 1268
2022
Q3 		$346K Buy
18,020
+68
+0.4% +$1.31K 0.01% 1115
2022
Q2 		$345K Hold
17,952
– – 0.01% 1005
2022
Q1 		$345K Sell
17,952
-3,151
-15% -$65.7K 0.01% 1005
2021
Q4 		$445K Hold
21,103
– – 0.01% 639
2021
Q3 		$445K Buy
21,103
+2,100
+11% +$44.6K 0.01% 623
2021
Q2 		$401K Buy
19,003
+280
+1% +$5.9K 0.01% 621
2021
Q1 		$391K Sell
18,723
-1,784
-9% -$37.3K 0.01% 597
2020
Q4 		$428K Hold
20,507
– – 0.02% 553
2020
Q3 		$425K Buy
20,507
+19,290
+1,585% +$398K 0.03% 478
2020
Q2 		$24K Buy
+1,217
New +$24.4K ﹤0.01% 1500
2016
Q4 		– Sell
-286
Closed -$6K – 4131
2016
Q3 		$6K Buy
286
+3
+1% +$59 ﹤0.01% 3152
2016
Q2 		$6K Buy
+283
New +$5.58K ﹤0.01% 3055

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

IFP Advisors's TIPX Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 133% in Q2 2026, buying an estimated $85.7K and bringing the position to 7,851 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

IFP Advisors first reported a position in TIPX in Q2 2016 and has held it in 27 quarters since. The position peaked at $445K in Q4 2021. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • IFP Advisors held 7,851 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $149K as of Q2 2026.
  • IFP Advisors bought 4,483 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $85.7K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1719 holding.
  • IFP Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2016 and has held it in 27 quarters since.
  • IFP Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $445K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.