CreativeOne Wealth’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 | $758K | Buy |
39,604
+3,329
| +9% | +$63.7K | 0.02% | 620 |
|
2025
Q1 | $696K | Buy |
36,275
+4,734
| +15% | +$90.8K | 0.02% | 591 |
|
2024
Q4 | $583K | Buy |
31,541
+9,374
| +42% | +$173K | 0.02% | 647 |
|
2024
Q3 | $420K | Buy |
22,167
+10,807
| +95% | +$205K | 0.01% | 685 |
|
2024
Q2 | $210K | Sell |
11,360
-8,517
| -43% | -$157K | 0.01% | 716 |
|
2024
Q1 | $371K | Sell |
19,877
-1,962
| -9% | -$36.6K | 0.01% | 660 |
|
2023
Q4 | $406K | Sell |
21,839
-10,193
| -32% | -$189K | 0.03% | 417 |
|
2023
Q3 | $579K | Sell |
32,032
-16,958
| -35% | -$307K | 0.04% | 315 |
|
2023
Q2 | $904K | Buy |
48,990
+17,428
| +55% | +$322K | 0.04% | 350 |
|
2023
Q1 | $601K | Sell |
31,562
-7,503
| -19% | -$143K | 0.03% | 418 |
|
2022
Q4 | $721K | Sell |
39,065
-9,387
| -19% | -$173K | 0.04% | 343 |
|
2022
Q3 | $882K | Buy |
48,452
+2,990
| +7% | +$54.4K | 0.05% | 284 |
|
2022
Q2 | $885K | Sell |
45,462
-12,078
| -21% | -$235K | 0.05% | 285 |
|
2022
Q1 | $1.19M | Buy |
57,540
+14,259
| +33% | +$295K | 0.06% | 252 |
|
2021
Q4 | $914K | Buy |
+43,281
| New | +$914K | 0.05% | 307 |
|
2021
Q1 | – | Sell |
-110,092
| Closed | -$2.3M | – | 608 |
|
2020
Q4 | $2.3M | Buy |
110,092
+30,767
| +39% | +$643K | 0.19% | 91 |
|
2020
Q3 | $1.64M | Buy |
79,325
+33,445
| +73% | +$693K | 0.23% | 71 |
|
2020
Q2 | $932K | Buy |
45,880
+10,112
| +28% | +$205K | 0.14% | 87 |
|
2020
Q1 | $702K | Buy |
35,768
+9,511
| +36% | +$187K | 0.13% | 82 |
|
2019
Q4 | $515K | Buy |
26,257
+5,895
| +29% | +$116K | 0.09% | 106 |
|
2019
Q3 | $398K | Buy |
20,362
+7,726
| +61% | +$151K | 0.08% | 106 |
|
2019
Q2 | $247K | Buy |
+12,636
| New | +$247K | 0.05% | 151 |
|