Envestnet Asset Management
TIPX icon

Envestnet Asset Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Envestnet Asset Management’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 		$19.3M Buy
1,021,257
+107,726
+12% +$2.06M ﹤0.01% 1475
2026
Q1 		$17.5M Buy
913,531
+186,266
+26% +$3.58M ﹤0.01% 1431
2025
Q4 		$13.9M Sell
727,265
-21,370
-3% -$410K ﹤0.01% 1476
2025
Q3 		$14.4M Buy
748,635
+54,640
+8% +$1.05M ﹤0.01% 1514
2025
Q2 		$13.3M Buy
693,995
+24,799
+4% +$471K ﹤0.01% 1539
2025
Q1 		$12.8M Buy
669,196
+2,094
+0.3% +$39.4K ﹤0.01% 1493
2024
Q4 		$12.3M Buy
667,102
+12,381
+2% +$231K ﹤0.01% 1499
2024
Q3 		$12.4M Sell
654,721
-95,685
-13% -$1.79M ﹤0.01% 1481
2024
Q2 		$13.9M Buy
750,406
+20,206
+3% +$372K ﹤0.01% 1350
2024
Q1 		$13.6M Sell
730,200
-97,267
-12% -$1.8M 0.01% 1332
2023
Q4 		$15.4M Sell
827,467
-5,170
-0.6% -$94.1K 0.01% 1180
2023
Q3 		$15.1M Sell
832,637
-165,086
-17% -$3.02M 0.01% 1128
2023
Q2 		$18.4M Buy
997,723
+99,388
+11% +$1.86M 0.01% 968
2023
Q1 		$17.1M Buy
898,335
+74,319
+9% +$1.39M 0.01% 966
2022
Q4 		$15.2M Buy
824,016
+7,968
+1% +$147K 0.01% 986
2022
Q3 		$14.9M Buy
816,048
+376,313
+86% +$7.28M 0.01% 932
2022
Q2 		$8.56M Buy
439,735
+66,439
+18% +$1.33M ﹤0.01% 1227
2022
Q1 		$7.72M Sell
373,296
-371,383
-50% -$7.74M ﹤0.01% 1366
2021
Q4 		$15.7M Buy
744,679
+149,419
+25% +$3.16M 0.01% 953
2021
Q3 		$12.6M Buy
+595,260
New +$12.6M 0.01% 1015

Other funds holding TIPX

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management's TIPX Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 12% in Q2 2026, buying an estimated $2.06M and bringing the position to 1,021,257 shares worth $19.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Envestnet Asset Management first reported a position in TIPX in Q3 2021 and has held it in 20 quarters since. 70 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Envestnet Asset Management held 1,021,257 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $19.3M as of Q2 2026.
  • Envestnet Asset Management bought 107,726 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $2.06M.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1475 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and has held it in 20 quarters since.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.