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