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

Paladin Advisory 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	$104K	Sell	5,472 -2,914	-35%	-$55.7K	0.07%	118
2026 Q1	$161K	Hold	8,386	–	–	0.12%	96
2025 Q4	$160K	Hold	8,386	–	–	0.12%	94
2025 Q3	$162K	Hold	8,386	–	–	0.13%	88
2025 Q2	$161K	Hold	8,386	–	–	0.12%	93
2025 Q1	$161K	Hold	8,386	–	–	0.13%	93
2024 Q4	$155K	Sell	8,386 -98	-1%	-$1.83K	0.12%	96
2024 Q3	$161K	Hold	8,484	–	–	0.12%	94
2024 Q2	$156K	Hold	8,484	–	–	0.12%	91
2024 Q1	$157K	Hold	8,484	–	–	0.12%	93
2023 Q4	$158K	Sell	8,484 -72,277	-89%	-$1.32M	0.13%	98
2023 Q3	$1.46M	Sell	80,761 -2,357	-3%	-$43.1K	1.23%	27
2023 Q2	$1.53M	Buy	+83,118	New	+$1.55M	1.23%	27

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

Paladin Advisory Group's TIPX Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 35% in Q2 2026, selling an estimated $55.7K and leaving 5,472 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #118.

Paladin Advisory Group first reported a position in TIPX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q2 2023. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Paladin Advisory Group held 5,472 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $104K as of Q2 2026.
Paladin Advisory Group sold 2,914 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $55.7K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.07% of Paladin Advisory Group's portfolio in Q2 2026, its #118 holding.
Paladin Advisory Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and has held it in 13 quarters since.
Paladin Advisory Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.53M in Q2 2023.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.