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

Intrua Financial’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	$1.78M	Sell	93,820 -23,311	-20%	-$446K	0.16%	109
2026 Q1	$2.25M	Sell	117,131 -3,760	-3%	-$72.2K	0.23%	85
2025 Q4	$2.31M	Sell	120,891 -2,162	-2%	-$41.5K	0.24%	77
2025 Q3	$2.37M	Buy	+123,053	New	+$2.36M	0.26%	72

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

Intrua Financial's TIPX Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 20% in Q2 2026, selling an estimated $446K and leaving 93,820 shares worth $1.78M. The position accounts for 0.16% of the portfolio, ranked #109.

Intrua Financial first reported a position in TIPX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q3 2025. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Intrua Financial held 93,820 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.78M as of Q2 2026.
Intrua Financial sold 23,311 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $446K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.16% of Intrua Financial's portfolio in Q2 2026, its #109 holding.
Intrua Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2025 and has held it in 4 quarters since.
Intrua Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.37M in Q3 2025.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.