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

McNamara Financial Services’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 		$1.42M Buy
73,944
+4,021
+6% +$77.2K 0.27% 35
2025
Q4 		$1.33M Buy
69,923
+2,685
+4% +$51.6K 0.25% 37
2025
Q3 		$1.3M Buy
67,238
+2,794
+4% +$53.7K 0.24% 31
2025
Q2 		$1.23M Buy
64,444
+536
+0.8% +$10.2K 0.24% 31
2025
Q1 		$1.23M Buy
63,908
+6,618
+12% +$124K 0.26% 30
2024
Q4 		$1.06M Sell
57,290
-3,183
-5% -$59.5K 0.25% 26
2024
Q3 		$1.15M Buy
60,473
+3,402
+6% +$63.6K 0.23% 27
2024
Q2 		$1.05M Buy
57,071
+7,596
+15% +$140K 0.22% 26
2024
Q1 		$922K Sell
49,475
-13,552
-22% -$251K 0.2% 28
2023
Q4 		$1.17M Sell
63,027
-1,166
-2% -$21.2K 0.26% 24
2023
Q3 		$1.16M Sell
64,193
-110
-0.2% -$2.01K 0.29% 24
2023
Q2 		$1.17M Buy
64,303
+4,864
+8% +$90.9K 0.28% 24
2023
Q1 		$1.13M Sell
59,439
-3,320
-5% -$62K 0.28% 24
2022
Q4 		$1.16M Buy
62,759
+2,242
+4% +$41.4K 0.31% 23
2022
Q3 		$1.1M Buy
60,517
+5,691
+10% +$110K 0.32% 23
2022
Q2 		$1.07M Buy
54,826
+3,223
+6% +$64.5K 0.3% 22
2022
Q1 		$1.07M Buy
+51,603
New +$1.08M 0.29% 21

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

McNamara Financial Services's TIPX Position: Q1 2026 in Review

McNamara Financial Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 5.8% in Q1 2026, buying an estimated $77.2K and bringing the position to 73,944 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #35.

McNamara Financial Services first reported a position in TIPX in Q1 2022 and has held it in 17 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

  • McNamara Financial Services held 73,944 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.42M as of Q1 2026.
  • McNamara Financial Services bought 4,021 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $77.2K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.27% of McNamara Financial Services's portfolio in Q1 2026, its #35 holding.
  • McNamara Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and has held it in 17 quarters since.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on McNamara Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.