Sonoma Allocations’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sonoma Allocations’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	$2.7M	Sell	144,049 -56,735	-28%	-$1.09M	0.84%	22
2026 Q1	$3.85M	Sell	200,784 -34,503	-15%	-$662K	1.33%	17
2025 Q4	$4.51M	Sell	235,287 -144,124	-38%	-$2.77M	1.5%	17
2025 Q3	$7.33M	Buy	+379,411	New	+$7.29M	2.67%	11

Other funds holding TIPX

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 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

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

Brio Consultants San Francisco, California $853M AUM 15.61% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Sonoma Allocations's TIPX Position: Q2 2026 in Review

Sonoma Allocations reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 28% in Q2 2026, selling an estimated $1.09M and leaving 144,049 shares worth $2.7M. The position accounts for 0.84% of the portfolio, ranked #22.

Sonoma Allocations first reported a position in TIPX in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.33M in Q3 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Sonoma Allocations held 144,049 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.7M as of Q2 2026.
Sonoma Allocations sold 56,735 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $1.09M.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.84% of Sonoma Allocations's portfolio in Q2 2026, its #22 holding.
Sonoma Allocations first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2025 and has held it in 4 quarters since.
Sonoma Allocations's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $7.33M in Q3 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.