Envestnet Portfolio Solutions
TIPX icon

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

Envestnet Portfolio Solutions’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 		$16.1M Buy
852,862
+86,947
+11% +$1.66M 0.08% 155
2026
Q1 		$14.7M Buy
765,915
+82,485
+12% +$1.58M 0.08% 147
2025
Q4 		$13M Buy
683,430
+22,421
+3% +$431K 0.05% 199
2025
Q3 		$12.8M Buy
661,009
+23,730
+4% +$456K 0.05% 197
2025
Q2 		$12.2M Buy
637,279
+43,525
+7% +$827K 0.04% 199
2025
Q1 		$11.4M Buy
593,754
+19,845
+3% +$373K 0.04% 208
2024
Q4 		$10.6M Buy
573,909
+47,189
+9% +$881K 0.03% 234
2024
Q3 		$9.98M Buy
526,720
+58,781
+13% +$1.1M 0.03% 243
2024
Q2 		$8.65M Buy
467,939
+59,412
+15% +$1.09M 0.03% 256
2024
Q1 		$7.61M Buy
408,527
+38,281
+10% +$710K 0.03% 287
2023
Q4 		$6.88M Buy
370,246
+91,086
+33% +$1.66M 0.03% 265
2023
Q3 		$5.05M Buy
+279,160
New +$5.1M 0.02% 302

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
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
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Envestnet Portfolio Solutions's TIPX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 11% in Q2 2026, buying an estimated $1.66M and bringing the position to 852,862 shares worth $16.1M. The position accounts for 0.08% of the portfolio, ranked #155.

Envestnet Portfolio Solutions first reported a position in TIPX in Q3 2023 and has held it in 12 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Envestnet Portfolio Solutions held 852,862 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $16.1M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 86,947 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $1.66M.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #155 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and has held it in 12 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.