Triumph Capital Management
TIPX icon

Triumph Capital Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Triumph Capital Management’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
Q3 		$24.9K Sell
1,367
-173
-11% -$3.22K ﹤0.01% 904
2026
Q2 		$29.2K Buy
1,540
+4
+0.3% +$77 0.01% 825
2026
Q1 		$29.5K Buy
1,536
+141
+10% +$2.71K 0.01% 768
2025
Q4 		$26.6K Buy
+1,395
New +$26.8K 0.01% 781

Other funds holding TIPX

Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Treasure Coast Financial Planning
Treasure Coast Financial Planning Vero Beach, Florida $210M AUM 8.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Seneca Financial Advisors
Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return

Triumph Capital Management's TIPX Position: Q3 2026 in Review

Triumph Capital Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 11% in Q3 2026, selling an estimated $3.22K and leaving 1,367 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Triumph Capital Management first reported a position in TIPX in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q1 2026. 63 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Triumph Capital Management held 1,367 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $24.9K as of Q3 2026.
  • Triumph Capital Management sold 173 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $3.22K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #904 holding.
  • Triumph Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $29.5K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.