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
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 $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return