AE Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
13,759
+258
| +2% | +$4.94K | ﹤0.01% | 1169 |
|
|
2025
Q1 | $259K | Buy |
13,501
+1,014
| +8% | +$19.5K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $231K | Buy |
12,487
+1,276
| +11% | +$23.6K | ﹤0.01% | 1214 |
|
|
2024
Q3 | $212K | Sell |
11,211
-227,737
| -95% | -$4.32M | ﹤0.01% | 1157 |
|
|
2024
Q2 | $4.42M | Buy |
238,948
+226,227
| +1,778% | +$4.18M | 0.04% | 357 |
|
|
2024
Q1 | $237K | Sell |
12,721
-157,259
| -93% | -$2.93M | ﹤0.01% | 1038 |
|
|
2023
Q4 | $3.15M | Buy |
169,980
+77,129
| +83% | +$1.43M | 0.02% | 744 |
|
|
2023
Q3 | $1.68M | Buy |
92,851
+380
| +0.4% | +$6.87K | 0.01% | 909 |
|
|
2023
Q2 | $1.71M | Buy |
92,471
+2,729
| +3% | +$50.4K | 0.01% | 887 |
|
|
2023
Q1 | $1.71M | Buy |
89,742
+1,494
| +2% | +$28.4K | 0.01% | 853 |
|
|
2022
Q4 | $1.63M | Buy |
88,248
+7,249
| +9% | +$134K | 0.01% | 821 |
|
|
2022
Q3 | $1.48M | Sell |
80,999
-2,285
| -3% | -$41.6K | 0.01% | 803 |
|
|
2022
Q2 | $1.62M | Buy |
83,284
+15,603
| +23% | +$304K | 0.01% | 729 |
|
|
2022
Q1 | $1.4M | Buy |
+67,681
| New | +$1.4M | 0.01% | 808 |
|
|
2021
Q4 | – | Sell |
-81,489
| Closed | -$1.72M | – | 1772 |
|
|
2021
Q3 | $1.72M | Buy |
+81,489
| New | +$1.72M | 0.01% | 692 |
|