Regal Investment Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Regal Investment Advisors’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	$232K	Buy	12,280 +40	+0.3%	+$765	0.01%	619
2026 Q1	$235K	Buy	+12,240	New	+$235K	0.01%	592
2022 Q4	–	Sell	-11,186	Closed	-$204K	–	517
2022 Q3	$204K	Sell	11,186 -59,628	-84%	-$1.15M	0.02%	443
2022 Q2	$1.38M	Buy	+70,814	New	+$1.42M	0.14%	144

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

Regal Investment Advisors's TIPX Position: Q2 2026 in Review

Regal Investment Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.33% in Q2 2026, buying an estimated $765 and bringing the position to 12,280 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #619.

Regal Investment Advisors first reported a position in TIPX in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.38M in Q2 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Regal Investment Advisors held 12,280 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $232K as of Q2 2026.
Regal Investment Advisors bought 40 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $765.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #619 holding.
Regal Investment Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2022 and has held it in 4 quarters since.
Regal Investment Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.38M in Q2 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.