Roble Belko & Company’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Roble Belko & Company’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 Q3	$5.63M	Buy	+309,095	New	+$5.75M	0.59%	28

Other funds holding TIPX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

Roble Belko & Company's TIPX Position: Q3 2026 in Review

Roble Belko & Company opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2026: 309,095 shares worth $5.63M. The stake represents 0.59% of the portfolio and ranks #28 among its holdings.

93 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

Roble Belko & Company held 309,095 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $5.63M as of Q3 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Roble Belko & Company position in Q3 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.59% of Roble Belko & Company's portfolio in Q3 2026, its #28 holding.
93 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Roble Belko & Company's 13F filing for Q3 2026, filed 9 Nov 2026.