GeoWealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $780K | Buy |
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|
2022
Q1 | $821K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $373K | Buy |
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