Financial & Tax Architects’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-87,223
| Closed | -$1.59M | – | 93 |
|
2022
Q3 | $1.59M | Buy |
87,223
+23,912
| +38% | +$435K | 0.6% | 40 |
|
2022
Q2 | $1.23M | Buy |
+63,311
| New | +$1.23M | 0.47% | 47 |
|
2021
Q4 | – | Sell |
-41,647
| Closed | -$879K | – | 104 |
|
2021
Q3 | $879K | Sell |
41,647
-4,982
| -11% | -$105K | 0.4% | 64 |
|
2021
Q2 | $986K | Buy |
+46,629
| New | +$986K | 0.48% | 50 |
|