Jones Financial Companies
TIPX icon

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

Jones Financial Companies’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 		$435K Buy
22,985
+15,646
+213% +$299K ﹤0.01% 2274
2026
Q1 		$140K Buy
7,339
+4,690
+177% +$90K ﹤0.01% 2531
2025
Q4 		$50.5K Buy
2,649
+120
+5% +$2.31K ﹤0.01% 2525
2025
Q3 		$48.7K Buy
2,529
+973
+63% +$18.7K ﹤0.01% 2392
2025
Q2 		$29.7K Hold
1,556
– – ﹤0.01% 2432
2025
Q1 		$29.8K Buy
1,556
+178
+13% +$3.35K ﹤0.01% 2277
2024
Q4 		$25.5K Buy
+1,378
New +$25.7K ﹤0.01% 2149

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Jones Financial Companies's TIPX Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 213% in Q2 2026, buying an estimated $299K and bringing the position to 22,985 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Jones Financial Companies first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Jones Financial Companies held 22,985 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $435K as of Q2 2026.
  • Jones Financial Companies bought 15,646 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $299K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2274 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.