Bank of Montreal
TIPX icon

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
Q2 		– Sell
-508
Closed -$9.75K – 4053
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 -$6.07M – 4276
2022
Q3 		$6.07M Buy
307,633
+273,164
+792% +$5.28M ﹤0.01% 1250
2022
Q2 		$687K 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Bank of Montreal's TIPX Position: Q2 2026 in Review

Bank of Montreal sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026, closing a stake of 508 shares — an estimated $9.75K sold.

Bank of Montreal first reported a position in TIPX in Q1 2022 and held it in 8 quarters. The position peaked at $14.9M in Q1 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Bank of Montreal reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 508 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $9.75K.
  • Bank of Montreal first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 8 quarters.
  • Bank of Montreal's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $14.9M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.