FSB Premier Wealth Management’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 | $333K | Sell |
17,376
-58
| -0.3% | -$1.11K | 0.12% | 164 |
|
2025
Q1 | $335K | Sell |
17,434
-2,675
| -13% | -$51.3K | 0.13% | 156 |
|
2024
Q4 | $372K | Sell |
20,109
-1
| -0% | -$18 | 0.15% | 143 |
|
2024
Q3 | $381K | Sell |
20,110
-520
| -3% | -$9.85K | 0.16% | 144 |
|
2024
Q2 | $381K | Sell |
20,630
-500
| -2% | -$9.24K | 0.17% | 125 |
|
2024
Q1 | $394K | Sell |
21,130
-10,764
| -34% | -$201K | 0.18% | 113 |
|
2023
Q4 | $593K | Sell |
31,894
-587
| -2% | -$10.9K | 0.3% | 75 |
|
2023
Q3 | $587K | Sell |
32,481
-436
| -1% | -$7.88K | 0.33% | 68 |
|
2023
Q2 | $608K | Sell |
32,917
-633
| -2% | -$11.7K | 0.33% | 66 |
|
2023
Q1 | $638K | Sell |
33,550
-1,520
| -4% | -$28.9K | 0.36% | 63 |
|
2022
Q4 | $647K | Sell |
35,070
-1,281
| -4% | -$23.6K | 0.35% | 58 |
|
2022
Q3 | $661K | Sell |
36,351
-1,077
| -3% | -$19.6K | 0.39% | 55 |
|
2022
Q2 | $728K | Sell |
37,428
-1,231
| -3% | -$23.9K | 0.4% | 56 |
|
2022
Q1 | $790K | Buy |
+38,659
| New | +$790K | 0.4% | 55 |
|