Richardson Financial Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Richardson Financial 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	$142K	Buy	7,491 +49	+0.7%	+$937	0.08%	196
2026 Q1	$143K	Sell	7,442 -621	-8%	-$11.9K	0.09%	185
2025 Q4	$151K	Sell	8,063 -482	-6%	-$9.26K	0.05%	185
2025 Q3	$165K	Sell	8,545 -529	-6%	-$10.2K	0.1%	163
2025 Q2	$173K	Sell	9,074 -1,754	-16%	-$33.3K	0.12%	159
2025 Q1	$208K	Sell	10,828 -635	-6%	-$11.9K	0.16%	137
2024 Q4	$212K	Sell	11,463 -1,868	-14%	-$34.9K	0.15%	132
2024 Q3	$247K	Buy	13,331 +1,123	+9%	+$21K	0.16%	129
2024 Q2	$226K	Sell	12,208 -393	-3%	-$7.24K	0.16%	125
2024 Q1	$235K	Sell	12,601 -6,059	-32%	-$112K	0.17%	131
2023 Q4	$347K	Buy	+18,660	New	+$340K	0.3%	93

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's TIPX Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.66% in Q2 2026, buying an estimated $937 and bringing the position to 7,491 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #196.

Richardson Financial Services first reported a position in TIPX in Q4 2023 and has held it in 11 quarters since. The position peaked at $347K in Q4 2023. 117 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Richardson Financial Services held 7,491 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $142K as of Q2 2026.
Richardson Financial Services bought 49 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $937.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #196 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $347K in Q4 2023.
117 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.