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

Intrua Financial’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 		$2.25M Sell
117,131
-3,760
-3% -$72.2K 0.23% 85
2025
Q4 		$2.31M Sell
120,891
-2,162
-2% -$41.5K 0.24% 77
2025
Q3 		$2.37M Buy
+123,053
New +$2.36M 0.26% 72

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 $666B 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 $377B 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Intrua Financial's TIPX Position: Q1 2026 in Review

Intrua Financial reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.1% in Q1 2026, selling an estimated $72.2K and leaving 117,131 shares worth $2.25M. The position accounts for 0.23% of the portfolio, ranked #85.

Intrua Financial first reported a position in TIPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q3 2025. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • Intrua Financial held 117,131 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $2.25M as of Q1 2026.
  • Intrua Financial sold 3,760 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $72.2K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.23% of Intrua Financial's portfolio in Q1 2026, its #85 holding.
  • Intrua Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • Intrua Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.37M in Q3 2025.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.