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

Walkner Condon Financial Advisors’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
2025 Q1	–	Sell	-16,354	Closed	-$302K	–	299
2024 Q4	$302K	Sell	16,354 -1,594	-9%	-$29.8K	0.06%	215
2024 Q3	$340K	Buy	17,948 +98	+0.5%	+$1.83K	0.07%	200
2024 Q2	$330K	Sell	17,850 -348	-2%	-$6.41K	0.07%	188
2024 Q1	$339K	Buy	18,198 +812	+5%	+$15.1K	0.07%	201
2023 Q4	$323K	Buy	+17,386	New	+$317K	0.07%	202

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Walkner Condon Financial Advisors's TIPX Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2025, closing a stake of 16,354 shares — an estimated $302K sold.

Walkner Condon Financial Advisors first reported a position in TIPX in Q4 2023 and held it in 5 quarters. The position peaked at $340K in Q3 2024. 135 funds tracked by Wall St. Rank hold TIPX as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 16,354 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2025, an estimated $302K.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and held it in 5 quarters.
Walkner Condon Financial Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $340K in Q3 2024.
135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.