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Harbour Investments’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Harbour Investments’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 		$901K Buy
47,598
+8,704
+22% +$166K 0.01% 860
2026
Q1 		$746K Buy
38,894
+7,019
+22% +$135K 0.01% 881
2025
Q4 		$608K Buy
31,875
+3,140
+11% +$60.3K 0.01% 776
2025
Q3 		$554K Buy
28,735
+3,849
+15% +$73.9K 0.01% 784
2025
Q2 		$476K Buy
24,886
+2,848
+13% +$54.1K 0.01% 798
2025
Q1 		$423K Sell
22,038
-2,361
-10% -$44.4K 0.01% 775
2024
Q4 		$451K Buy
24,399
+3,470
+17% +$64.8K 0.01% 724
2024
Q3 		$397K Buy
20,929
+333
+2% +$6.23K 0.01% 748
2024
Q2 		$381K Buy
20,596
+2,378
+13% +$43.8K 0.01% 708
2024
Q1 		$340K Sell
18,218
-7,302
-29% -$135K 0.01% 731
2023
Q4 		$474K Sell
25,520
-4,900
-16% -$89.2K 0.02% 550
2023
Q3 		$550K Buy
30,420
+3,520
+13% +$64.4K 0.03% 465
2023
Q2 		$497K Buy
26,900
+21,557
+403% +$403K 0.02% 498
2023
Q1 		$102K Buy
5,343
+555
+12% +$10.4K 0.01% 1038
2022
Q4 		$88.3K Buy
4,788
+662
+16% +$12.2K 0.01% 1063
2022
Q3 		$80K Hold
4,126
– – 0.01% 1074
2022
Q2 		$80K Buy
+4,126
New +$82.6K 0.01% 1074
2021
Q4 		$82K Sell
3,890
-69
-2% -$1.46K ﹤0.01% 1058
2021
Q3 		$84K Buy
3,959
+2,769
+233% +$58.8K ﹤0.01% 1483
2021
Q2 		$25K Buy
+1,190
New +$25.1K ﹤0.01% 2228

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

Harbour Investments's TIPX Position: Q2 2026 in Review

Harbour Investments increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 22% in Q2 2026, buying an estimated $166K and bringing the position to 47,598 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #860.

Harbour Investments first reported a position in TIPX in Q2 2021 and has held it in 20 quarters since. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Harbour Investments held 47,598 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $901K as of Q2 2026.
  • Harbour Investments bought 8,704 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $166K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #860 holding.
  • Harbour Investments first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2021 and has held it in 20 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.