Modern Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Modern Wealth Management’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	$230K	Hold	12,131	–	–	﹤0.01%	981
2026 Q1	$232K	Sell	12,131 -8,441	-41%	-$162K	﹤0.01%	790
2025 Q4	$393K	Hold	20,572	–	–	0.01%	599
2025 Q3	$397K	Hold	20,572	–	–	0.01%	563
2025 Q2	$394K	Buy	+20,572	New	+$391K	0.01%	542

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

Modern Wealth Management's TIPX Position: Q2 2026 in Review

Modern Wealth Management held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 12,131 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Modern Wealth Management first reported a position in TIPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $397K in Q3 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Modern Wealth Management held 12,131 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $230K as of Q2 2026.
Modern Wealth Management left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #981 holding.
Modern Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2025 and has held it in 5 quarters since.
Modern Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $397K in Q3 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.