Bank of Montreal’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Bank of Montreal’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 Q1	$9.75K	Buy	+508	New	+$9.75K	﹤0.01%	3566
2024 Q3	–	Sell	-41,600	Closed	-$770K	–	4234
2024 Q2	$770K	Buy	41,600 +15,800	+61%	+$291K	﹤0.01%	2170
2024 Q1	$481K	Buy	+25,800	New	+$478K	﹤0.01%	2467
2023 Q4	–	Sell	-6,000	Closed	-$110K	–	4293
2023 Q3	$110K	Buy	+6,000	New	+$110K	﹤0.01%	3256
2023 Q2	–	Sell	-197,515	Closed	-$3.76M	–	4288
2023 Q1	$3.76M	Buy	+197,515	New	+$3.69M	﹤0.01%	1368
2022 Q4	–	Sell	-307,633	Closed	-$6.07K	–	4276
2022 Q3	$6.07K	Buy	307,633 +273,164	+792%	+$5.28M	﹤0.01%	1250
2022 Q2	$687	Sell	34,469 -682,264	-95%	-$13.7M	﹤0.01%	2516
2022 Q1	$14.9M	Buy	+716,733	New	+$14.9M	0.01%	969

Other funds holding TIPX

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of Montreal's TIPX Position: Q1 2026 in Review

Bank of Montreal opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2026: 508 shares worth $9.75K. The stake represents ﹤0.01% of the portfolio and ranks #3566 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in TIPX as recently as Q2 2024.

Bank of Montreal first reported a position in TIPX in Q1 2022 and has held it in 8 quarters since. The position peaked at $14.9M in Q1 2022. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Bank of Montreal held 508 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $9.75K as of Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Bank of Montreal position in Q1 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3566 holding.
Bank of Montreal first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 8 quarters since.
Bank of Montreal's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $14.9M in Q1 2022.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.