Landmark Wealth Management (Illinois)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Landmark Wealth Management (Illinois)’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	$1.56M	Buy	82,432 +8,677	+12%	+$166K	0.52%	22
2026 Q1	$1.42M	Sell	73,755 -20	-0%	-$384	0.53%	23
2025 Q4	$1.41M	Buy	73,775 +17,770	+32%	+$341K	0.53%	21
2025 Q3	$1.08M	Buy	56,005 +5,501	+11%	+$106K	0.42%	26
2025 Q2	$967K	Buy	50,504 +5,811	+13%	+$110K	0.41%	30
2025 Q1	$858K	Sell	44,693 -4,470	-9%	-$84K	0.41%	35
2024 Q4	$909K	Buy	49,163 +5,412	+12%	+$101K	0.44%	36
2024 Q3	$829K	Buy	43,751 +216	+0.5%	+$4.04K	0.41%	36
2024 Q2	$805K	Buy	+43,535	New	+$801K	0.44%	36

Other funds holding TIPX

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

Landmark Wealth Management (Illinois)'s TIPX Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 12% in Q2 2026, buying an estimated $166K and bringing the position to 82,432 shares worth $1.56M. The position accounts for 0.52% of the portfolio, ranked #22.

Landmark Wealth Management (Illinois) first reported a position in TIPX in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Landmark Wealth Management (Illinois) held 82,432 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.56M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 8,677 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $166K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.52% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #22 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2024 and has held it in 9 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 Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.