CP
Castleview Partners’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
Q1 | – | Sell |
-6,646
| Closed | -$123K | – | 526 |
|
|
2024
Q4 | $123K | Buy |
6,646
+1,058
| +19% | +$19.6K | 0.07% | 236 |
|
|
2024
Q3 | $106K | Sell |
5,588
-1,712
| -23% | -$32.4K | 0.06% | 223 |
|
|
2024
Q2 | $135K | Buy |
7,300
+2,309
| +46% | +$42.7K | 0.08% | 211 |
|
|
2024
Q1 | $93K | Buy |
4,991
+1,801
| +56% | +$33.6K | 0.05% | 264 |
|
|
2023
Q4 | $59.3K | Sell |
3,190
-1,591
| -33% | -$29.6K | 0.04% | 275 |
|
|
2023
Q3 | $86.4K | Sell |
4,781
-2,869
| -38% | -$51.9K | 0.08% | 193 |
|
|
2023
Q2 | $141K | Buy |
7,650
+531
| +7% | +$9.8K | 0.13% | 146 |
|
|
2023
Q1 | $135K | Sell |
7,119
-1,040
| -13% | -$19.8K | 0.12% | 150 |
|
|
2022
Q4 | $151K | Sell |
8,159
-185
| -2% | -$3.41K | 0.15% | 135 |
|
|
2022
Q3 | $152K | Buy |
8,344
+1,363
| +20% | +$24.8K | 0.15% | 147 |
|
|
2022
Q2 | $266K | Sell |
6,981
-2,175
| -24% | -$82.8K | 0.21% | 106 |
|
|
2022
Q1 | $189K | Buy |
+9,156
| New | +$189K | 0.12% | 172 |
|