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

NBC Securities’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	$7.19K	Hold	380	–	–	﹤0.01%	1984
2026 Q1	$7.29K	Hold	380	–	–	﹤0.01%	2013
2025 Q4	$7.25K	Hold	380	–	–	﹤0.01%	2112
2025 Q3	$7.33K	Hold	380	–	–	﹤0.01%	2095
2025 Q2	$7K	Hold	380	–	–	﹤0.01%	2047
2025 Q1	$7K	Buy	+380	New	+$7.14K	﹤0.01%	1814
2024 Q4	–	Sell	-380	Closed	-$7K	–	1995
2024 Q3	$7K	Hold	380	–	–	﹤0.01%	1833
2024 Q2	$7K	Hold	380	–	–	﹤0.01%	1789
2024 Q1	$7K	Hold	380	–	–	﹤0.01%	1800
2023 Q4	$7K	Sell	380 -475	-56%	-$8.65K	﹤0.01%	1813
2023 Q3	$15K	Buy	+855	New	+$15.6K	﹤0.01%	1576

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

NBC Securities's TIPX Position: Q2 2026 in Review

NBC Securities held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 380 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

NBC Securities first reported a position in TIPX in Q3 2023 and has held it in 11 quarters since. The position peaked at $15K in Q3 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

NBC Securities held 380 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $7.19K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1984 holding.
NBC Securities first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $15K in Q3 2023.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.