SNB
TIPX icon

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

Security National Bank’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 		$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

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM