Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.3K | Buy |
2,671
+484
| +22% | +$9.29K | ﹤0.01% | 3802 |
|
|
2025
Q4 | $42K | Buy |
2,187
+380
| +21% | +$7.3K | ﹤0.01% | 3731 |
|
|
2025
Q3 | $35K | Buy |
1,807
+10
| +0.6% | +$192 | ﹤0.01% | 3790 |
|
|
2025
Q2 | $34K | Buy |
1,797
+13
| +0.7% | +$247 | ﹤0.01% | 3564 |
|
|
2025
Q1 | $34K | Buy |
1,784
+1
| +0.1% | +$19 | ﹤0.01% | 3298 |
|
|
2024
Q4 | $33K | Sell |
1,783
-344
| -16% | -$6.43K | ﹤0.01% | 3110 |
|
|
2024
Q3 | $40K | Sell |
2,127
-6,111
| -74% | -$114K | ﹤0.01% | 2874 |
|
|
2024
Q2 | $152K | Sell |
8,238
-6,469
| -44% | -$119K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $274K | Buy |
14,707
+1,915
| +15% | +$35.5K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $238K | Buy |
12,792
+11,281
| +747% | +$205K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $27K | Buy |
1,511
+455
| +43% | +$8.32K | ﹤0.01% | 2485 |
|
|
2023
Q2 | $19K | Sell |
1,056
-774
| -42% | -$14.5K | ﹤0.01% | 2694 |
|
|
2023
Q1 | $35K | Hold |
1,830
| – | – | ﹤0.01% | 2119 |
|
|
2022
Q4 | $34K | Buy |
1,830
+114
| +7% | +$2.1K | ﹤0.01% | 2005 |
|
|
2022
Q3 | $31K | Buy |
1,716
+660
| +63% | +$12.8K | ﹤0.01% | 1950 |
|
|
2022
Q2 | $21K | Hold |
1,056
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q4 | $22K | Buy |
+1,056
| New | +$22.4K | ﹤0.01% | 1951 |
|
|
2021
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1760 |
|
|
2021
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q4 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q3 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q1 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q4 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q3 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q2 | $22K | Hold |
1,056
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q1 | $22K | Sell |
1,056
-637,225
| -100% | -$12.2M | ﹤0.01% | 1759 |
|
|
2018
Q4 | $12M | Sell |
638,281
-407,391
| -39% | -$7.68M | 0.3% | 78 |
|
|
2018
Q3 | $19.9M | Buy |
1,045,672
+508,301
| +95% | +$9.71M | 0.51% | 52 |
|
|
2018
Q2 | $10.4M | Buy |
537,371
+435,240
| +426% | +$8.35M | 0.34% | 76 |
|
|
2018
Q1 | $1.96M | Buy |
102,131
+101,273
| +11,803% | +$1.94M | 0.08% | 176 |
|
|
2017
Q4 | $17K | Buy |
+858
| New | +$16.7K | ﹤0.01% | 739 |
|
Other funds holding TIPX
DJSG
BC
PRP
