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

Morgan Stanley’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	$6.87M	Buy	362,795 +4,104	+1%	+$78.5K	﹤0.01%	4011
2026 Q1	$6.88M	Buy	358,691 +238,356	+198%	+$4.58M	﹤0.01%	3887
2025 Q4	$2.3M	Sell	120,335 -19,381	-14%	-$372K	﹤0.01%	4715
2025 Q3	$2.7M	Buy	139,716 +9,595	+7%	+$184K	﹤0.01%	4596
2025 Q2	$2.49M	Sell	130,121 -1,965	-1%	-$37.3K	﹤0.01%	4567
2025 Q1	$2.53M	Sell	132,086 -32,305	-20%	-$607K	﹤0.01%	4457
2024 Q4	$3.04M	Buy	164,391 +3,388	+2%	+$63.3K	﹤0.01%	4392
2024 Q3	$3.05M	Buy	161,003 +7,507	+5%	+$140K	﹤0.01%	4353
2024 Q2	$2.84M	Sell	153,496 -14,190	-8%	-$261K	﹤0.01%	4329
2024 Q1	$3.13M	Sell	167,686 -223,388	-57%	-$4.14M	﹤0.01%	4287
2023 Q4	$7.27M	Sell	391,074 -8,403	-2%	-$153K	﹤0.01%	3616
2023 Q3	$7.22M	Buy	399,477 +216,870	+119%	+$3.97M	﹤0.01%	3417
2023 Q2	$3.37M	Sell	182,607 -94,693	-34%	-$1.77M	﹤0.01%	4057
2023 Q1	$5.28M	Sell	277,300 -314,353	-53%	-$5.87M	﹤0.01%	3741
2022 Q4	$10.9M	Buy	591,653 +406,563	+220%	+$7.51M	﹤0.01%	2989
2022 Q3	$3.37M	Buy	185,090 +36,912	+25%	+$714K	﹤0.01%	4009
2022 Q2	$2.88M	Sell	148,178 -80,226	-35%	-$1.61M	﹤0.01%	4246
2022 Q1	$4.72M	Sell	228,404 -645	-0.3%	-$13.4K	﹤0.01%	3749
2021 Q4	$4.84M	Buy	229,049 +51,526	+29%	+$1.09M	﹤0.01%	3760
2021 Q3	$3.75M	Buy	177,523 +103,425	+140%	+$2.19M	﹤0.01%	4018
2021 Q2	$1.57M	Buy	74,098 +19,768	+36%	+$417K	﹤0.01%	4811
2021 Q1	$1.13M	Buy	54,330 +25,067	+86%	+$525K	﹤0.01%	4642
2020 Q4	$612K	Buy	29,263 +7,038	+32%	+$146K	﹤0.01%	4950
2020 Q3	$461K	Sell	22,225 -950	-4%	-$19.6K	﹤0.01%	4690
2020 Q2	$471K	Sell	23,175 -158	-0.7%	-$3.17K	﹤0.01%	4631
2020 Q1	$458K	Buy	23,333 +1,579	+7%	+$31.1K	﹤0.01%	4428
2019 Q4	$427K	Buy	21,754 +97	+0.4%	+$1.9K	﹤0.01%	5019
2019 Q3	$424K	Buy	21,657 +431	+2%	+$8.44K	﹤0.01%	4758
2019 Q2	$416K	Buy	21,226 +2,883	+16%	+$55.8K	﹤0.01%	4700
2019 Q1	$355K	Sell	18,343 -1,943	-10%	-$37.1K	﹤0.01%	4756
2018 Q4	$383K	Sell	20,286 -1,183	-6%	-$22.3K	﹤0.01%	4964
2018 Q3	$408K	Buy	21,469 +235	+1%	+$4.49K	﹤0.01%	5109
2018 Q2	$409K	Buy	21,234 +8,485	+67%	+$163K	﹤0.01%	5228
2018 Q1	$245K	Buy	12,749 +5,564	+77%	+$106K	﹤0.01%	5385
2017 Q4	$139K	Hold	7,185	–	–	﹤0.01%	5536
2017 Q3	$140K	Buy	7,185 +106	+1%	+$2.07K	﹤0.01%	5480
2017 Q2	$138K	Sell	7,079 -1,348	-16%	-$26.4K	﹤0.01%	5504
2017 Q1	$166K	Buy	8,427 +2,440	+41%	+$47.8K	﹤0.01%	5408
2016 Q4	$116K	Buy	5,987 +3,192	+114%	+$62.5K	﹤0.01%	5523
2016 Q3	$55K	Hold	2,795	–	–	﹤0.01%	5548
2016 Q2	$56K	Sell	2,795 -1,040	-27%	-$20.5K	﹤0.01%	5492
2016 Q1	$75K	Sell	3,835 -853	-18%	-$16.4K	﹤0.01%	5445
2015 Q4	$90K	Buy	4,688 +6	+0.1%	+$115	﹤0.01%	5461
2015 Q3	$89K	Buy	4,682 +254	+6%	+$4.88K	﹤0.01%	5468
2015 Q2	$86K	Sell	4,428 -4,964	-53%	-$96K	﹤0.01%	5660
2015 Q1	$182K	Buy	9,392 +8,521	+978%	+$165K	﹤0.01%	5257
2014 Q4	$17K	Buy	+871	New	+$16.9K	﹤0.01%	6095

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

Morgan Stanley's TIPX Position: Q2 2026 in Review

Morgan Stanley increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 1.1% in Q2 2026, buying an estimated $78.5K and bringing the position to 362,795 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Morgan Stanley first reported a position in TIPX in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.9M in Q4 2022. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Morgan Stanley held 362,795 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $6.87M as of Q2 2026.
Morgan Stanley bought 4,104 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $78.5K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4011 holding.
Morgan Stanley first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2014 and has held it in 47 quarters since.
Morgan Stanley's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $10.9M in Q4 2022.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.