FSB Premier Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$345K	Buy	17,954 +972	+6%	+$18.7K	0.11%	171
2025 Q4	$324K	Buy	16,982 +241	+1%	+$4.63K	0.1%	178
2025 Q3	$323K	Sell	16,741 -635	-4%	-$12.2K	0.11%	169
2025 Q2	$333K	Sell	17,376 -58	-0.3%	-$1.1K	0.12%	164
2025 Q1	$335K	Sell	17,434 -2,675	-13%	-$50.3K	0.13%	156
2024 Q4	$372K	Sell	20,109 -1	-0%	-$19	0.15%	143
2024 Q3	$381K	Sell	20,110 -520	-3%	-$9.72K	0.16%	144
2024 Q2	$381K	Sell	20,630 -500	-2%	-$9.21K	0.17%	125
2024 Q1	$394K	Sell	21,130 -10,764	-34%	-$200K	0.18%	113
2023 Q4	$593K	Sell	31,894 -587	-2%	-$10.7K	0.3%	75
2023 Q3	$587K	Sell	32,481 -436	-1%	-$7.97K	0.33%	68
2023 Q2	$608K	Sell	32,917 -633	-2%	-$11.8K	0.33%	66
2023 Q1	$638K	Sell	33,550 -1,520	-4%	-$28.4K	0.36%	63
2022 Q4	$647K	Sell	35,070 -1,281	-4%	-$23.7K	0.35%	58
2022 Q3	$661K	Sell	36,351 -1,077	-3%	-$20.8K	0.39%	55
2022 Q2	$728K	Sell	37,428 -1,231	-3%	-$24.6K	0.4%	56
2022 Q1	$790K	Buy	+38,659	New	+$806K	0.4%	55