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