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

Lynx Investment Advisory’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	$2.99M	Buy	158,174 +42,184	+36%	+$807K	0.98%	28
2026 Q1	$2.23M	Buy	115,990 +56,503	+95%	+$1.08M	1.06%	26
2025 Q4	$1.14M	Sell	59,487 -1,530	-3%	-$29.4K	0.62%	35
2025 Q3	$1.18M	Buy	61,017 +13,289	+28%	+$255K	0.7%	32
2025 Q2	$914K	Buy	47,728 +2,175	+5%	+$41.3K	0.6%	43
2025 Q1	$874K	Buy	45,553 +4,607	+11%	+$86.6K	0.58%	44
2024 Q4	$757K	Buy	40,946 +7,209	+21%	+$135K	0.52%	46
2024 Q3	$639K	Buy	33,737 +701	+2%	+$13.1K	0.46%	50
2024 Q2	$611K	Buy	+33,036	New	+$608K	0.45%	45

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

Lynx Investment Advisory's TIPX Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 36% in Q2 2026, buying an estimated $807K and bringing the position to 158,174 shares worth $2.99M. The position accounts for 0.98% of the portfolio, ranked #28.

Lynx Investment Advisory 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.

Lynx Investment Advisory held 158,174 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.99M as of Q2 2026.
Lynx Investment Advisory bought 42,184 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $807K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.98% of Lynx Investment Advisory's portfolio in Q2 2026, its #28 holding.
Lynx Investment Advisory 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 Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.