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

WBI Investments’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	$329K	Buy	17,370 +93	+0.5%	+$1.78K	0.08%	232
2026 Q1	$332K	Sell	17,277 -47,578	-73%	-$913K	0.09%	228
2025 Q4	$1.24M	Sell	64,855 -8,671	-12%	-$167K	0.32%	79
2025 Q3	$1.42M	Sell	73,526 -5,287	-7%	-$102K	0.36%	71
2025 Q2	$1.51M	Sell	78,813 -5,583	-7%	-$106K	0.39%	73
2025 Q1	$1.62M	Buy	+84,396	New	+$1.59M	0.43%	69
2023 Q1	–	Sell	-10,123	Closed	-$187K	–	231
2022 Q4	$187K	Buy	+10,123	New	+$187K	0.04%	155
2022 Q2	–	Sell	-243,602	Closed	-$5M	–	196
2022 Q1	$5M	Buy	243,602 +27,453	+13%	+$572K	0.81%	34
2021 Q4	$4.52M	Buy	216,149 +55,497	+35%	+$1.18M	0.72%	31
2021 Q3	$3.35M	Buy	160,652 +6,121	+4%	+$130K	0.56%	42
2021 Q2	$3.27M	Buy	+154,531	New	+$3.26M	0.5%	47

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

WBI Investments's TIPX Position: Q2 2026 in Review

WBI Investments increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 0.54% in Q2 2026, buying an estimated $1.78K and bringing the position to 17,370 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #232.

WBI Investments first reported a position in TIPX in Q2 2021 and has held it in 11 quarters since. The position peaked at $5M in Q1 2022. 152 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

WBI Investments held 17,370 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $329K as of Q2 2026.
WBI Investments bought 93 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $1.78K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.08% of WBI Investments's portfolio in Q2 2026, its #232 holding.
WBI Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 11 quarters since.
WBI Investments's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5M in Q1 2022.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.