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Partners Capital Investment Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Partners Capital Investment Group’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 		$1.37M Hold
72,114
– – 0.05% 104
2026
Q1 		$1.38M Hold
72,114
– – 0.05% 109
2025
Q4 		$1.38M Buy
+72,114
New +$1.39M 0.05% 103

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 19.28% 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

Partners Capital Investment Group's TIPX Position: Q2 2026 in Review

Partners Capital Investment Group held its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) position steady in Q2 2026 at 72,114 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #104.

Partners Capital Investment Group first reported a position in TIPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Partners Capital Investment Group held 72,114 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.37M as of Q2 2026.
  • Partners Capital Investment Group left its State Street SPDR Bloomberg 1-10 Year TIPS ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.05% of Partners Capital Investment Group's portfolio in Q2 2026, its #104 holding.
  • Partners Capital Investment Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • Partners Capital Investment Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.38M in Q1 2026.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.