Client 1st Advisory Group’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,978
Closed -$216K 69
2020
Q1
$216K Sell
10,978
-30,212
-73% -$594K 0.23% 50
2019
Q4
$808K Buy
+41,190
New +$808K 0.8% 27