Pinnacle Wealth Planning Services
TIPX icon

Pinnacle Wealth Planning Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.62M Buy
243,967
+10,052
+4% +$192K 0.44% 39
2026
Q1 		$4.49M Sell
233,915
-370
-0.2% -$7.1K 0.46% 32
2025
Q4 		$4.47M Buy
234,285
+6,914
+3% +$133K 0.47% 32
2025
Q3 		$4.39M Sell
227,371
-3,513
-2% -$67.5K 0.51% 33
2025
Q2 		$4.42M Buy
230,884
+5,666
+3% +$108K 0.58% 29
2025
Q1 		$4.32M Buy
225,218
+10,935
+5% +$206K 0.65% 26
2024
Q4 		$3.96M Buy
214,283
+5,470
+3% +$102K 0.6% 28
2024
Q3 		$3.96M Buy
208,813
+7,164
+4% +$134K 0.54% 27
2024
Q2 		$3.73M Buy
201,649
+9,357
+5% +$172K 0.53% 28
2024
Q1 		$3.58M Buy
192,292
+4,687
+2% +$86.9K 0.53% 31
2023
Q4 		$3.49M Buy
187,605
+4,299
+2% +$78.3K 0.55% 29
2023
Q3 		$3.31M Buy
183,306
+5,906
+3% +$108K 0.55% 27
2023
Q2 		$3.27M Buy
177,400
+6,109
+4% +$114K 0.53% 31
2023
Q1 		$3.26M Buy
171,291
+923
+0.5% +$17.2K 0.54% 30
2022
Q4 		$3.14M Buy
170,368
+45,834
+37% +$846K 0.56% 31
2022
Q3 		$2.27M Buy
124,534
+7,492
+6% +$145K 0.42% 39
2022
Q2 		$2.28M Buy
117,042
+1,394
+1% +$27.9K 0.41% 44
2022
Q1 		$2.39M Buy
115,648
+1,039
+0.9% +$21.7K 0.44% 41
2021
Q4 		$2.42M Buy
114,609
+5,629
+5% +$119K 0.47% 41
2021
Q3 		$2.28M Buy
108,980
+5,230
+5% +$111K 0.5% 39
2021
Q2 		$2.17M Buy
103,750
+5,565
+6% +$117K 0.51% 41
2021
Q1 		$2.03M Buy
98,185
+38,920
+66% +$815K 0.52% 40
2020
Q4 		$1.22M Buy
59,265
+1,266
+2% +$26.2K 0.29% 55
2020
Q3 		$1.18M Sell
57,999
-11,605
-17% -$239K 0.39% 49
2020
Q2 		$1.14M Buy
69,604
+14,038
+25% +$282K 0.37% 51
2020
Q1 		$955K Buy
55,566
+7,848
+16% +$155K 0.45% 46
2019
Q4 		$935K Buy
47,718
+4,001
+9% +$78.3K 0.44% 48
2019
Q3 		$855K Buy
43,717
+7,138
+20% +$140K 0.47% 42
2019
Q2 		$716K Buy
36,579
+1,545
+4% +$29.9K 0.43% 45
2019
Q1 		$677K Sell
35,034
-1,128
-3% -$21.5K 0.45% 38
2018
Q4 		$682K Buy
36,162
+8,396
+30% +$158K 0.44% 44
2018
Q3 		$527K Buy
27,766
+6,215
+29% +$119K 0.48% 65
2018
Q2 		$415K Buy
21,551
+1,533
+8% +$29.4K 0.4% 84
2018
Q1 		$384K Buy
+20,018
New +$383K 0.4% 86

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
D.J. St. Germain
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 22.9% 1-Year Est. Return
Brio Consultants
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's TIPX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4.3% in Q2 2026, buying an estimated $192K and bringing the position to 243,967 shares worth $4.62M. The position accounts for 0.44% of the portfolio, ranked #39.

Pinnacle Wealth Planning Services first reported a position in TIPX in Q1 2018 and has held it in 34 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 243,967 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $4.62M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10,052 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $192K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.44% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #39 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2018 and has held it in 34 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.