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

PMG 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	$196K	Hold	10,426	–	–	0.12%	61
2026 Q1	$199K	Sell	10,426 -2,035	-16%	-$39.1K	0.14%	59
2025 Q4	$238K	Sell	12,461 -766	-6%	-$14.7K	0.17%	53
2025 Q3	$255K	Hold	13,227	–	–	0.19%	51
2025 Q2	$252K	Sell	13,227 -5,556	-30%	-$106K	0.21%	48
2025 Q1	$359K	Sell	18,783 -391	-2%	-$7.35K	0.38%	34
2024 Q4	$355K	Buy	+19,174	New	+$358K	0.32%	35

Other funds holding TIPX

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

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

PMG Wealth Management held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 10,426 shares worth $196K. The position accounts for 0.12% of the portfolio, ranked #61.

PMG Wealth Management first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q1 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

PMG Wealth Management held 10,426 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $196K as of Q2 2026.
PMG 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 0.12% of PMG Wealth Management's portfolio in Q2 2026, its #61 holding.
PMG Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 7 quarters since.
PMG Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $359K in Q1 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.