Sharkey, Howes & Javer’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sharkey, Howes & Javer’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	$495K	Sell	26,161 -24,587	-48%	-$470K	0.06%	112
2026 Q1	$974K	Sell	50,748 -15,601	-24%	-$299K	0.13%	84
2025 Q4	$1.27M	Sell	66,349 -6,935	-9%	-$133K	0.16%	74
2025 Q3	$1.41M	Sell	73,284 -4,255	-5%	-$81.7K	0.18%	67
2025 Q2	$1.48M	Sell	77,539 -8,062	-9%	-$153K	0.2%	75
2025 Q1	$1.64M	Sell	85,601 -9,370	-10%	-$176K	0.24%	68
2024 Q4	$1.76M	Buy	94,971 +5,754	+6%	+$107K	0.25%	62
2024 Q3	$1.69M	Buy	+89,217	New	+$1.67M	0.24%	65

Other funds holding TIPX

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

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 $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sharkey, Howes & Javer's TIPX Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 48% in Q2 2026, selling an estimated $470K and leaving 26,161 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #112.

Sharkey, Howes & Javer first reported a position in TIPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2024. 19 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Sharkey, Howes & Javer held 26,161 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $495K as of Q2 2026.
Sharkey, Howes & Javer sold 24,587 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $470K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #112 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.76M in Q4 2024.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.