Axxcess 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 | $842K | Sell |
43,970
-151
| -0.3% | -$2.89K | 0.02% | 472 |
|
|
2025
Q1 | $847K | Sell |
44,121
-3,309
| -7% | -$63.5K | 0.02% | 437 |
|
|
2024
Q4 | $877K | Sell |
47,430
-1,350
| -3% | -$25K | 0.02% | 427 |
|
|
2024
Q3 | $924K | Sell |
48,780
-4,623
| -9% | -$87.6K | 0.02% | 401 |
|
|
2024
Q2 | $987K | Sell |
53,403
-487
| -0.9% | -$9K | 0.03% | 378 |
|
|
2024
Q1 | $1M | Sell |
53,890
-19,704
| -27% | -$367K | 0.03% | 369 |
|
|
2023
Q4 | $1.37M | Sell |
73,594
-5,754
| -7% | -$107K | 0.04% | 298 |
|
|
2023
Q3 | $1.43M | Buy |
79,348
+1,700
| +2% | +$30.7K | 0.05% | 254 |
|
|
2023
Q2 | $1.43M | Buy |
77,648
+9,531
| +14% | +$176K | 0.1% | 176 |
|
|
2023
Q1 | $1.3M | Sell |
68,117
-11,394
| -14% | -$217K | 0.1% | 189 |
|
|
2022
Q4 | $1.47M | Buy |
79,511
+19,094
| +32% | +$352K | 0.12% | 166 |
|
|
2022
Q3 | $1.1M | Buy |
60,417
+3,407
| +6% | +$62K | 0.1% | 175 |
|
|
2022
Q2 | $1.11M | Buy |
57,010
+20,218
| +55% | +$394K | 0.1% | 173 |
|
|
2022
Q1 | $761K | Buy |
+36,792
| New | +$761K | 0.06% | 267 |
|