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

KWB Wealth’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	$301K	Buy	+15,888	New	+$304K	0.03%	148

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

KWB Wealth's TIPX Position: Q2 2026 in Review

KWB Wealth opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 15,888 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

KWB Wealth held 15,888 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $301K as of Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new KWB Wealth position in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #148 holding.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.