VBFP
TIPX icon

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

Valtinson Bruner 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 		$326K Buy
17,214
+606
+4% +$11.6K 0.08% 129
2026
Q1 		$319K Buy
16,608
+815
+5% +$15.6K 0.09% 114
2025
Q4 		$301K Buy
+15,793
New +$303K 0.09% 121

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

Valtinson Bruner Financial Planning's TIPX Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 17,214 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #129.

Valtinson Bruner Financial Planning first reported a position in TIPX in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Valtinson Bruner Financial Planning held 17,214 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $326K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 606 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $11.6K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #129 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.