BWA
Blodgett Wealth Advisors’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 | $307K | Sell |
16,022
-188
| -1% | -$3.6K | 0.24% | 46 |
|
|
2025
Q1 | $311K | Hold |
16,210
| – | – | 0.27% | 47 |
|
|
2024
Q4 | $300K | Hold |
16,210
| – | – | 0.24% | 48 |
|
|
2024
Q3 | $307K | Hold |
16,210
| – | – | 0.26% | 47 |
|
|
2024
Q2 | $300K | Hold |
16,210
| – | – | 0.25% | 45 |
|
|
2024
Q1 | $302K | Hold |
16,210
| – | – | 0.27% | 47 |
|
|
2023
Q4 | $301K | Hold |
16,210
| – | – | 0.31% | 44 |
|
|
2023
Q3 | $293K | Hold |
16,210
| – | – | 0.32% | 45 |
|
|
2023
Q2 | $299K | Hold |
16,210
| – | – | 0.31% | 45 |
|
|
2023
Q1 | $308K | Hold |
16,210
| – | – | 0.36% | 44 |
|
|
2022
Q4 | $299K | Hold |
16,210
| – | – | 0.36% | 45 |
|
|
2022
Q3 | $295K | Sell |
16,210
-4,000
| -20% | -$72.8K | 0.35% | 47 |
|
|
2022
Q2 | $393K | Hold |
20,210
| – | – | 0.43% | 44 |
|
|
2022
Q1 | $418K | Hold |
20,210
| – | – | 0.35% | 49 |
|
|
2021
Q4 | $427K | Buy |
+20,210
| New | +$427K | 0.33% | 56 |
|