Security National Bank’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.3M Buy
650,277
+1,621
+0.2% +$31K 1.47% 17
2026
Q1
$12.4M Buy
648,656
+15,192
+2% +$292K 1.81% 14
2025
Q4
$12.1M Buy
633,464
+21,675
+4% +$416K 1.73% 15
2025
Q3
$11.8M Buy
611,789
+10,966
+2% +$211K 1.81% 11
2025
Q2
$11.5M Sell
600,823
-28,827
-5% -$548K 1.99% 10
2025
Q1
$12.1M Buy
629,650
+4,671
+0.7% +$87.8K 2.28% 10
2024
Q4
$11.6M Sell
624,979
-189
-0% -$3.53K 1.65% 12
2024
Q3
$11.8M Buy
625,168
+619,175
+10,332% +$11.6M 1.61% 14
2024
Q2
$111K Buy
+5,993
New +$110K 0.02% 140

Other funds holding TIPX

Security National Bank's TIPX Position: Q2 2026 in Review

Security National Bank increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.25% in Q2 2026, buying an estimated $31K and bringing the position to 650,277 shares worth $12.3M. The position accounts for 1.47% of the portfolio, ranked #17.

Security National Bank first reported a position in TIPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.4M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Security National Bank held 650,277 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $12.3M as of Q2 2026.
  • Security National Bank bought 1,621 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $31K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.47% of Security National Bank's portfolio in Q2 2026, its #17 holding.
  • Security National Bank first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2024 and has held it in 9 quarters since.
  • Security National Bank's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $12.4M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.