Visionary Horizons
TIPX icon

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
Q3 		$1.34M Buy
73,844
+4,010
+6% +$74.5K 0.54% 29
2026
Q2 		$1.32M Buy
+69,834
New +$1.34M 0.55% 29

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

Visionary Horizons's TIPX Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.7% in Q3 2026, buying an estimated $74.5K and bringing the position to 73,844 shares worth $1.34M. The position accounts for 0.54% of the portfolio, ranked #29.

Visionary Horizons first reported a position in TIPX in Q2 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold TIPX as of Q3 2026.

  • Visionary Horizons held 73,844 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.34M as of Q3 2026.
  • Visionary Horizons bought 4,010 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2026, an estimated $74.5K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.54% of Visionary Horizons's portfolio in Q3 2026, its #29 holding.
  • Visionary Horizons first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.