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Napa Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Napa Wealth Management’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
2025
Q2 		– Sell
-34,795
Closed -$668K – 182
2025
Q1 		$668K Buy
34,795
+3,718
+12% +$69.9K 0.38% 72
2024
Q4 		$575K Sell
31,077
-52,051
-63% -$972K 0.25% 111
2024
Q3 		$1.58M Buy
83,128
+10,394
+14% +$194K 0.75% 29
2024
Q2 		$1.34M Buy
72,734
+52,850
+266% +$973K 0.91% 23
2024
Q1 		$371K Buy
+19,884
New +$369K 0.2% 47

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $2.78B AUM 23.87% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Napa Wealth Management's TIPX Position: Q2 2025 in Review

Napa Wealth Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2025, closing a stake of 34,795 shares — an estimated $668K sold.

Napa Wealth Management first reported a position in TIPX in Q1 2024 and held it in 5 quarters. The position peaked at $1.58M in Q3 2024. 132 funds tracked by Wall St. Rank hold TIPX as of Q2 2025.

  • Napa Wealth Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 34,795 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2025, an estimated $668K.
  • Napa Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2024 and held it in 5 quarters.
  • Napa Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.58M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.