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

Visionary Horizons’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	$1.32M	Buy	+69,834	New	+$1.34M	0.55%	29

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

Capital Investment Management Lees Summit, Missouri $326M AUM

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 $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Visionary Horizons's TIPX Position: Q2 2026 in Review

Visionary Horizons opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 69,834 shares worth $1.32M. The stake represents 0.55% of the portfolio and ranks #29 among its holdings.

19 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Visionary Horizons held 69,834 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.32M as of Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Visionary Horizons position in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.55% of Visionary Horizons's portfolio in Q2 2026, its #29 holding.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.