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

Main Street 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	$229K	Sell	12,074 -500	-4%	-$9.56K	0.05%	105
2026 Q1	$241K	Hold	12,574	–	–	0.07%	98
2025 Q4	$240K	Hold	12,574	–	–	0.08%	85
2025 Q3	$243K	Hold	12,574	–	–	0.07%	96
2025 Q2	$241K	Hold	12,574	–	–	0.08%	90
2025 Q1	$241K	Hold	12,574	–	–	0.09%	86
2024 Q4	$232K	Hold	12,574	–	–	0.09%	85
2024 Q3	$238K	Hold	12,574	–	–	0.09%	88
2024 Q2	$231K	Hold	12,574	–	–	0.1%	94
2024 Q1	$232K	Hold	12,574	–	–	0.1%	103
2023 Q4	$234K	Buy	+12,574	New	+$229K	0.08%	117

Other funds holding TIPX

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return