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

Root Financial Partners’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 		– Sell
-780
Closed -$15K – 2918
2026
Q1 		$15K Buy
+780
New +$15K ﹤0.01% 1484

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APC
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AssetMark Inc
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SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
PAS
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Root Financial Partners's TIPX Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026, closing a stake of 780 shares — an estimated $15K sold.

Root Financial Partners first reported a position in TIPX in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 59 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 780 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $15K.
  • Root Financial Partners first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $15K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.