Capital Analysts LLC’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 | $67K | Hold |
3,518
| – | – | ﹤0.01% | 757 |
|
2025
Q1 | $68K | Buy |
3,518
+224
| +7% | +$4.33K | ﹤0.01% | 728 |
|
2024
Q4 | $61K | Sell |
3,294
-276
| -8% | -$5.11K | ﹤0.01% | 713 |
|
2024
Q3 | $68K | Hold |
3,570
| – | – | ﹤0.01% | 664 |
|
2024
Q2 | $66K | Buy |
3,570
+240
| +7% | +$4.44K | ﹤0.01% | 647 |
|
2024
Q1 | $62K | Hold |
3,330
| – | – | ﹤0.01% | 620 |
|
2023
Q4 | $62K | Hold |
3,330
| – | – | ﹤0.01% | 611 |
|
2023
Q3 | $60K | Hold |
3,330
| – | – | ﹤0.01% | 573 |
|
2023
Q2 | $61K | Hold |
3,330
| – | – | ﹤0.01% | 547 |
|
2023
Q1 | $63K | Sell |
3,330
-2,417
| -42% | -$45.7K | ﹤0.01% | 548 |
|
2022
Q4 | $106K | Sell |
5,747
-2,844,160
| -100% | -$52.5M | 0.01% | 490 |
|
2022
Q3 | $51.9M | Buy |
2,849,907
+74,264
| +3% | +$1.35M | 3.58% | 4 |
|
2022
Q2 | $54M | Buy |
2,775,643
+44,773
| +2% | +$871K | 3.76% | 5 |
|
2022
Q1 | $56.5M | Buy |
2,730,870
+2,730,570
| +910,190% | +$56.5M | 3.58% | 4 |
|
2021
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 869 |
|