Midwest Financial Network
TIPX icon

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

Midwest Financial Network’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
Q3 		$540K Buy
29,628
+1,843
+7% +$34.3K 0.37% 73
2026
Q2 		$526K Buy
27,785
+7,516
+37% +$144K 0.36% 71
2026
Q1 		$389K Buy
20,269
+5,703
+39% +$109K 0.31% 65
2025
Q4 		$278K Buy
+14,566
New +$280K 0.21% 63

Other funds holding TIPX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Midwest Financial Network's TIPX Position: Q3 2026 in Review

Midwest Financial Network increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 6.6% in Q3 2026, buying an estimated $34.3K and bringing the position to 29,628 shares worth $540K. The position accounts for 0.37% of the portfolio, ranked #73.

Midwest Financial Network first reported a position in TIPX in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Midwest Financial Network held 29,628 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $540K as of Q3 2026.
  • Midwest Financial Network bought 1,843 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $34.3K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.37% of Midwest Financial Network's portfolio in Q3 2026, its #73 holding.
  • Midwest Financial Network first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.