GM
GeoWealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
135,340
-164,875
| -55% | -$3.16M | 0.1% | 122 |
|
|
2025
Q1 | $5.76M | Buy |
300,215
+244,037
| +434% | +$4.68M | 0.23% | 56 |
|
|
2024
Q4 | $1.04M | Sell |
56,178
-71
| -0.1% | -$1.31K | 0.03% | 286 |
|
|
2024
Q3 | $1.07M | Buy |
56,249
+24,905
| +79% | +$472K | 0.04% | 285 |
|
|
2024
Q2 | $579K | Sell |
31,344
-61,661
| -66% | -$1.14M | 0.03% | 394 |
|
|
2024
Q1 | $1.73M | Sell |
93,005
-42,779
| -32% | -$797K | 0.07% | 196 |
|
|
2023
Q4 | $2.52M | Sell |
135,784
-10,558
| -7% | -$196K | 0.21% | 101 |
|
|
2023
Q3 | $2.65M | Buy |
146,342
+33,336
| +29% | +$603K | 0.3% | 83 |
|
|
2023
Q2 | $2.09M | Buy |
113,006
+45,615
| +68% | +$842K | 0.23% | 84 |
|
|
2023
Q1 | $1.28M | Sell |
67,391
-27,037
| -29% | -$514K | 0.15% | 84 |
|
|
2022
Q4 | $1.74M | Buy |
94,428
+29,807
| +46% | +$550K | 0.18% | 86 |
|
|
2022
Q3 | $1.18M | Buy |
64,621
+24,554
| +61% | +$447K | 0.13% | 108 |
|
|
2022
Q2 | $780K | Buy |
40,067
+358
| +0.9% | +$6.97K | 0.1% | 119 |
|
|
2022
Q1 | $821K | Buy |
+39,709
| New | +$821K | 0.07% | 163 |
|
|
2019
Q4 | – | Sell |
-19,088
| Closed | -$373K | – | 207 |
|
|
2019
Q3 | $373K | Buy |
+19,088
| New | +$373K | 0.08% | 128 |
|