Silver Oak Securities’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Silver Oak Securities’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
2025 Q4	–	Sell	-113,204	Closed	-$2.18M	–	847
2025 Q3	$2.18M	Buy	+113,204	New	+$2.17M	0.16%	131
2025 Q2	–	Sell	-117,184	Closed	-$2.24M	–	726
2025 Q1	$2.24M	Buy	+117,184	New	+$2.2M	0.21%	112
2024 Q3	–	Sell	-11,895	Closed	-$220K	–	582
2024 Q2	$220K	Buy	+11,895	New	+$219K	0.03%	360
2024 Q1	–	Sell	-82,680	Closed	-$1.54M	–	542
2023 Q4	$1.54M	Buy	+82,680	New	+$1.51M	0.21%	116

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Silver Oak Securities's TIPX Position: Q4 2025 in Review

Silver Oak Securities sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2025, closing a stake of 113,204 shares — an estimated $2.18M sold.

Silver Oak Securities first reported a position in TIPX in Q4 2023 and held it in 4 quarters. The position peaked at $2.24M in Q1 2025. 141 funds tracked by Wall St. Rank hold TIPX as of Q4 2025.

Silver Oak Securities reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2025 after selling out during the quarter.
Silver Oak Securities sold 113,204 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2025, an estimated $2.18M.
Silver Oak Securities first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 4 quarters.
Silver Oak Securities's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.24M in Q1 2025.
141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.