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Peak Retirement Planning’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Peak Retirement Planning’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 		– Sell
-190,121
Closed -$17.6M – 200
2026
Q1 		$17.6M Buy
+190,121
New +$3.65M 3.51% 4

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Peak Retirement Planning's TIPX Position: Q2 2026 in Review

Peak Retirement Planning sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026, closing a stake of 190,121 shares — an estimated $17.6M sold.

Peak Retirement Planning first reported a position in TIPX in Q1 2026 and held it in 1 quarter. The position peaked at $17.6M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Peak Retirement Planning reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Peak Retirement Planning sold 190,121 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $17.6M.
  • Peak Retirement Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Peak Retirement Planning's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $17.6M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.