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

Principal 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	$1.04M	Buy	54,988 +37,681	+218%	+$721K	0.01%	767
2026 Q1	$332K	Buy	+17,307	New	+$332K	﹤0.01%	1157
2025 Q4	–	Sell	-1,140	Closed	-$22K	–	3307
2025 Q3	$22K	Sell	1,140 -386	-25%	-$7.42K	﹤0.01%	2363
2025 Q2	$29.2K	Buy	1,526 +214	+16%	+$4.07K	﹤0.01%	2143
2025 Q1	$24.3K	Hold	1,312	–	–	﹤0.01%	2106
2024 Q4	$24.3K	Buy	1,312 +504	+62%	+$9.41K	﹤0.01%	2101
2024 Q3	$15.3K	Hold	808	–	–	﹤0.01%	2257
2024 Q2	$14.9K	Buy	808 +636	+370%	+$11.7K	﹤0.01%	2204
2024 Q1	$3.21K	Hold	172	–	–	﹤0.01%	2744
2023 Q4	$3.2K	Buy	+172	New	+$3.13K	﹤0.01%	2683

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

Principal Securities's TIPX Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 218% in Q2 2026, buying an estimated $721K and bringing the position to 54,988 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #767.

Principal Securities first reported a position in TIPX in Q4 2023 and has held it in 10 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Principal Securities held 54,988 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.04M as of Q2 2026.
Principal Securities bought 37,681 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $721K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #767 holding.
Principal Securities first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 10 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.