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Treasure Coast Financial Planning’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Treasure Coast Financial Planning’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 		$10.2M Buy
538,380
+6,613
+1% +$126K 4.97% 6
2026
Q1 		$10.2M Sell
531,767
-32,123
-6% -$617K 5.25% 6
2025
Q4 		$10.8M Buy
563,890
+32,211
+6% +$619K 5.72% 5
2025
Q3 		$10.3M Buy
531,679
+79,553
+18% +$1.53M 5.72% 5
2025
Q2 		$8.65M Buy
452,126
+16,032
+4% +$305K 5.04% 7
2025
Q1 		$8.37M Buy
436,094
+59,514
+16% +$1.12M 5.19% 6
2024
Q4 		$6.96M Buy
376,580
+4,035
+1% +$75.4K 4.59% 7
2024
Q3 		$7.06M Buy
372,545
+66,628
+22% +$1.25M 4.36% 8
2024
Q2 		$5.65M Buy
305,917
+109,117
+55% +$2.01M 3.73% 8
2024
Q1 		$3.67M Buy
196,800
+5,413
+3% +$100K 2.4% 15
2023
Q4 		$3.56M Buy
191,387
+56,760
+42% +$1.03M 2.48% 14
2023
Q3 		$2.43M Sell
134,627
-289
-0.2% -$5.28K 1.69% 16
2023
Q2 		$2.49M Sell
134,916
-3,437
-2% -$64.3K 1.68% 18
2023
Q1 		$2.63M Sell
138,353
-8,093
-6% -$151K 1.84% 15
2022
Q4 		$2.7M Buy
+146,446
New +$2.7M 2.02% 15

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Treasure Coast Financial Planning's TIPX Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.2% in Q2 2026, buying an estimated $126K and bringing the position to 538,380 shares worth $10.2M. The position accounts for 4.97% of the portfolio, ranked #6.

Treasure Coast Financial Planning first reported a position in TIPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Treasure Coast Financial Planning held 538,380 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $10.2M as of Q2 2026.
  • Treasure Coast Financial Planning bought 6,613 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $126K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 4.97% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Treasure Coast Financial Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Treasure Coast Financial Planning's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $10.8M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.