Balboa Wealth Partners’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
18,503
+853
| +5% | +$16.3K | 0.07% | 215 |
|
|
2025
Q1 | $339K | Sell |
17,650
-589
| -3% | -$11.3K | 0.08% | 177 |
|
|
2024
Q4 | $337K | Buy |
18,239
+618
| +4% | +$11.4K | 0.08% | 191 |
|
|
2024
Q3 | $334K | Sell |
17,621
-52
| -0.3% | -$985 | 0.08% | 178 |
|
|
2024
Q2 | $327K | Buy |
17,673
+157
| +0.9% | +$2.9K | 0.09% | 181 |
|
|
2024
Q1 | $326K | Sell |
17,516
-2,969
| -14% | -$55.3K | 0.1% | 153 |
|
|
2023
Q4 | $381K | Sell |
20,485
-38
| -0.2% | -$706 | 0.13% | 132 |
|
|
2023
Q3 | $371K | Buy |
20,523
+517
| +3% | +$9.35K | 0.14% | 124 |
|
|
2023
Q2 | $369K | Buy |
20,006
+3,197
| +19% | +$59K | 0.13% | 140 |
|
|
2023
Q1 | $320K | Sell |
16,809
-3,114
| -16% | -$59.3K | 0.12% | 152 |
|
|
2022
Q4 | $368K | Buy |
+19,923
| New | +$368K | 0.17% | 134 |
|