Truist Financial
TIPX icon

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

Truist Financial’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 		$987K Sell
54,216
-3,028
-5% -$56.3K ﹤0.01% 1779
2026
Q2 		$1.08M Buy
57,244
+949
+2% +$18.2K ﹤0.01% 1724
2026
Q1 		$1.08M Buy
56,295
+514
+0.9% +$9.9K ﹤0.01% 1658
2025
Q4 		$1.06M Buy
55,781
+624
+1% +$12K ﹤0.01% 1631
2025
Q3 		$1.06M Buy
55,157
+3,188
+6% +$61.2K ﹤0.01% 1632
2025
Q2 		$995K Buy
51,969
+2,401
+5% +$45.6K ﹤0.01% 1605
2025
Q1 		$951K Sell
49,568
-545
-1% -$10.2K ﹤0.01% 1545
2024
Q4 		$927K Buy
50,113
+3,869
+8% +$72.3K ﹤0.01% 1583
2024
Q3 		$876K Buy
46,244
+3,011
+7% +$56.3K ﹤0.01% 1597
2024
Q2 		$799K Buy
43,233
+14,681
+51% +$270K ﹤0.01% 1715
2024
Q1 		$532K Buy
28,552
+566
+2% +$10.5K ﹤0.01% 1929
2023
Q4 		$520K Sell
27,986
-1,559
-5% -$28.4K ﹤0.01% 1942
2023
Q3 		$534K Sell
29,545
-215
-0.7% -$3.93K ﹤0.01% 1889
2023
Q2 		$549K Sell
29,760
-4,453
-13% -$83.3K ﹤0.01% 1903
2023
Q1 		$651K Sell
34,213
-8,600
-20% -$161K ﹤0.01% 1812
2022
Q4 		$790K Buy
42,813
+2,294
+6% +$42.4K ﹤0.01% 1667
2022
Q3 		$738K Sell
40,519
-3,244
-7% -$62.8K ﹤0.01% 1630
2022
Q2 		$852K Sell
43,763
-2,984
-6% -$59.7K ﹤0.01% 1632
2022
Q1 		$967K Buy
46,747
+17,929
+62% +$374K ﹤0.01% 1648
2021
Q4 		$609K Buy
28,818
+15,650
+119% +$331K ﹤0.01% 1909
2021
Q3 		$278K Buy
+13,168
New +$279K ﹤0.01% 2400

Other funds holding TIPX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Aspire Private Capital
Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return
Roble Belko & Company
Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 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 13.87% 1-Year Est. Return

Truist Financial's TIPX Position: Q3 2026 in Review

Truist Financial reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.3% in Q3 2026, selling an estimated $56.3K and leaving 54,216 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Truist Financial first reported a position in TIPX in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.08M in Q2 2026. 93 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Truist Financial held 54,216 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $987K as of Q3 2026.
  • Truist Financial sold 3,028 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $56.3K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1779 holding.
  • Truist Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 21 quarters since.
  • Truist Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.08M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.