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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $194M AUM 12.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return