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

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

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

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM