Kohmann Bosshard Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Hold	12,018	–	–	0.03%	174
2026 Q1	$313K	Sell	12,018 -107	-0.9%	-$2.79K	0.03%	153
2025 Q4	$315K	Hold	12,125	–	–	0.03%	203
2025 Q3	$319K	Hold	12,125	–	–	0.03%	162
2025 Q2	$316K	Sell	12,125 -31	-0.3%	-$801	0.04%	144
2025 Q1	$321K	Hold	12,156	–	–	0.04%	154
2024 Q4	$308K	Buy	+12,156	New	+$313K	0.04%	150
2024 Q1	–	Sell	-13,242	Closed	-$339K	–	204
2023 Q4	$339K	Sell	13,242 -9,058	-41%	-$227K	0.05%	136
2023 Q3	$554K	Sell	22,300 -16,667	-43%	-$423K	0.1%	96
2023 Q2	$1.01M	Sell	38,967 -5,415	-12%	-$142K	0.17%	72
2023 Q1	$1.18M	Sell	44,382 -1,034	-2%	-$27.1K	0.22%	65
2022 Q4	$1.17M	Sell	45,416 -1,739	-4%	-$44.9K	0.23%	63
2022 Q3	$1.2M	Buy	47,155 +19,556	+71%	+$535K	0.27%	55
2022 Q2	$760K	Buy	27,599 +12,517	+83%	+$360K	0.17%	63
2022 Q1	$456K	Buy	15,082 +8	+0.1%	+$245	0.09%	84
2021 Q4	$475K	Sell	15,074 -633	-4%	-$19.9K	0.1%	74
2021 Q3	$488K	Hold	15,707	–	–	0.11%	68
2021 Q2	$489K	Sell	15,707 -1,094	-7%	-$33.8K	0.11%	66
2021 Q1	$513K	Sell	16,801 -1	-0%	-$31	0.14%	64
2020 Q4	$524K	Buy	16,802 +15	+0.1%	+$461	0.16%	61
2020 Q3	$518K	Sell	16,787 -791	-4%	-$24.3K	0.19%	58
2020 Q2	$530K	Sell	17,578 -2,309	-12%	-$68.7K	0.2%	58
2020 Q1	$578K	Sell	19,887 -4,171	-17%	-$120K	0.25%	52
2019 Q4	$687K	Sell	24,058 -2	-0%	-$57	0.25%	45
2019 Q3	$686K	Buy	24,060 +6	+0%	+$171	0.27%	43
2019 Q2	$681K	Buy	24,054 +30	+0.1%	+$837	0.28%	43
2019 Q1	$669K	Sell	24,024 -11,142	-32%	-$304K	0.32%	45
2018 Q4	$948K	Buy	+35,166	New	+$945K	0.51%	36

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Kohmann Bosshard Financial Services's SPIP Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 12,018 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #174.

Kohmann Bosshard Financial Services first reported a position in SPIP in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2022. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Kohmann Bosshard Financial Services held 12,018 shares of State Street SPDR Portfolio TIPS ETF worth $309K as of Q2 2026.
Kohmann Bosshard Financial Services left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #174 holding.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and has held it in 28 quarters since.
Kohmann Bosshard Financial Services's State Street SPDR Portfolio TIPS ETF position peaked at $1.2M in Q3 2022.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.