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 Q3	$146K	Buy	8,015 +164	+2%	+$3.05K	﹤0.01%	1726
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%	+$1.32K	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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

IFP Advisors's TIPX Position: Q3 2026 in Review

IFP Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 2.1% in Q3 2026, buying an estimated $3.05K and bringing the position to 8,015 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

IFP Advisors first reported a position in TIPX in Q2 2016 and has held it in 28 quarters since. The position peaked at $445K in Q4 2021. 20 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

IFP Advisors held 8,015 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $146K as of Q3 2026.
IFP Advisors bought 164 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $3.05K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1726 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 28 quarters since.
IFP Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $445K in Q4 2021.
20 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.