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Fermata Advisors’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
Q2 | $903K | Sell |
47,164
-294,875
| -86% | -$5.64M | 0.24% | 97 |
|
|
2025
Q1 | $6.56M | Buy |
+342,039
| New | +$6.56M | 1.19% | 22 |
|
|
2023
Q2 | – | Sell |
-15,821
| Closed | -$301K | – | 108 |
|
|
2023
Q1 | $301K | Sell |
15,821
-17,584
| -53% | -$335K | 0.18% | 83 |
|
|
2022
Q4 | $616K | Sell |
33,405
-305,913
| -90% | -$5.64M | 0.18% | 87 |
|
|
2022
Q3 | $6.18M | Buy |
339,318
+34,780
| +11% | +$633K | 2.01% | 15 |
|
|
2022
Q2 | $5.93M | Sell |
304,538
-2,662
| -0.9% | -$51.8K | 2.07% | 12 |
|
|
2022
Q1 | $6.35M | Buy |
307,200
+25,078
| +9% | +$519K | 2.38% | 11 |
|
|
2021
Q4 | $5.96M | Buy |
282,122
+53,948
| +24% | +$1.14M | 2.18% | 12 |
|
|
2021
Q3 | $4.82M | Buy |
+228,174
| New | +$4.82M | 2.13% | 12 |
|