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

Lockerman Financial Group’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 		$554K Buy
29,271
+6,755
+30% +$129K 0.85% 32
2026
Q1 		$432K Buy
22,516
+4,666
+26% +$89.6K 0.78% 40
2025
Q4 		$341K Buy
17,850
+698
+4% +$13.4K 0.65% 50
2025
Q3 		$331K Buy
17,152
+153
+0.9% +$2.94K 0.42% 79
2025
Q2 		$325K Buy
16,999
+1,331
+8% +$25.3K 0.44% 78
2025
Q1 		$301K Buy
+15,668
New +$294K 0.45% 75

Other funds holding TIPX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lockerman Financial Group's TIPX Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 29,271 shares worth $554K. The position accounts for 0.85% of the portfolio, ranked #32.

Lockerman Financial Group first reported a position in TIPX in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Lockerman Financial Group held 29,271 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $554K as of Q2 2026.
  • Lockerman Financial Group bought 6,755 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $129K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.85% of Lockerman Financial Group's portfolio in Q2 2026, its #32 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.