Richard W. Paul & Associates’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Richard W. Paul & Associates’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	$1.29K	Buy	68 +4	+6%	+$77	﹤0.01%	300
2026 Q1	$1.23K	Sell	64 -2	-3%	-$38	﹤0.01%	283
2025 Q4	$1.26K	Buy	66 +2	+3%	+$38	﹤0.01%	275
2025 Q3	$1.24K	Sell	64 -1	-2%	-$19	﹤0.01%	298
2025 Q2	$1.24K	Hold	65	–	–	﹤0.01%	316
2025 Q1	$1.25K	Buy	65 +9	+16%	+$169	﹤0.01%	315
2024 Q4	$1.03K	Buy	56 +1	+2%	+$19	﹤0.01%	462
2024 Q3	$1.04K	Sell	55 -365	-87%	-$6.82K	﹤0.01%	450
2024 Q2	$7.76K	Hold	420	–	–	﹤0.01%	322
2024 Q1	$7.83K	Sell	420 -3,186	-88%	-$59.1K	﹤0.01%	333
2023 Q4	$67K	Sell	3,606 -87	-2%	-$1.58K	0.03%	207
2023 Q3	$66.8K	Sell	3,693 -582	-14%	-$10.6K	0.03%	195
2023 Q2	$78.9K	Buy	4,275 +135	+3%	+$2.52K	0.03%	202
2023 Q1	$78.8K	Buy	4,140 +2,531	+157%	+$47.3K	0.04%	203
2022 Q4	$29.7K	Buy	+1,609	New	+$29.7K	0.01%	242

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

Richard W. Paul & Associates's TIPX Position: Q2 2026 in Review

Richard W. Paul & Associates increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 6.3% in Q2 2026, buying an estimated $77 and bringing the position to 68 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Richard W. Paul & Associates first reported a position in TIPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $78.9K in Q2 2023. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Richard W. Paul & Associates held 68 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.29K as of Q2 2026.
Richard W. Paul & Associates bought 4 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $77.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #300 holding.
Richard W. Paul & Associates first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $78.9K in Q2 2023.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.