Kestra Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Kestra Advisory Services’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	$880K	Sell	46,477 -7,277	-14%	-$139K	﹤0.01%	1929
2026 Q1	$1.03M	Buy	53,754 +8,472	+19%	+$163K	﹤0.01%	1708
2025 Q4	$864K	Sell	45,282 -1,279	-3%	-$24.6K	﹤0.01%	1759
2025 Q3	$898K	Buy	46,561 +4,562	+11%	+$87.6K	﹤0.01%	1660
2025 Q2	$804K	Buy	41,999 +274	+0.7%	+$5.21K	﹤0.01%	1633
2025 Q1	$801K	Buy	41,725 +1,348	+3%	+$25.3K	﹤0.01%	1528
2024 Q4	$747K	Buy	40,377 +4,561	+13%	+$85.2K	﹤0.01%	1595
2024 Q3	$679K	Sell	35,816 -1,530	-4%	-$28.6K	﹤0.01%	1565
2024 Q2	$690K	Buy	37,346 +2,455	+7%	+$45.2K	﹤0.01%	1563
2024 Q1	$650K	Buy	34,891 +18,050	+107%	+$335K	﹤0.01%	1495
2023 Q4	$313K	Buy	16,841 +1,697	+11%	+$30.9K	﹤0.01%	1819
2023 Q3	$274K	Sell	15,144 -2,406	-14%	-$44K	﹤0.01%	1725
2023 Q2	$324K	Buy	17,550 +253	+1%	+$4.73K	﹤0.01%	1566
2023 Q1	$329K	Sell	17,297 -1,983	-10%	-$37K	﹤0.01%	1510
2022 Q4	$356K	Buy	19,280 +425	+2%	+$7.85K	﹤0.01%	1621
2022 Q3	$343K	Buy	18,855 +6,050	+47%	+$117K	﹤0.01%	1530
2022 Q2	$249K	Buy	+12,805	New	+$256K	﹤0.01%	1753
2021 Q4	–	Sell	-11,067	Closed	-$234K	–	2182
2021 Q3	$234K	Buy	+11,067	New	+$235K	﹤0.01%	1873

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

Kestra Advisory Services's TIPX Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 14% in Q2 2026, selling an estimated $139K and leaving 46,477 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Kestra Advisory Services first reported a position in TIPX in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Kestra Advisory Services held 46,477 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $880K as of Q2 2026.
Kestra Advisory Services sold 7,277 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $139K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1929 holding.
Kestra Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 18 quarters since.
Kestra Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.03M in Q1 2026.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.