Global Retirement Partners’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
2025 Q4	$456K	Buy	23,880 +2,454	+11%	+$47.1K	0.01%	997
2025 Q3	$413K	Buy	21,426 +2,024	+10%	+$38.9K	0.01%	833
2025 Q2	$371K	Buy	+19,402	New	+$369K	0.01%	836
2024 Q4	$840K	Sell	45,437 -42,867	-49%	-$801K	0.02%	493
2024 Q3	$1.67M	Sell	88,304 -1,020	-1%	-$19.1K	0.05%	328
2024 Q2	$1.65M	Buy	89,324 +48,144	+117%	+$886K	0.05%	302
2024 Q1	$768K	Buy	41,180 +1,895	+5%	+$35.1K	0.03%	419
2023 Q4	$730K	Buy	39,285 +2,312	+6%	+$42.1K	0.03%	404
2023 Q3	$663K	Sell	36,973 -6,711	-15%	-$123K	0.03%	376
2023 Q2	$806K	Sell	43,684 -1,486	-3%	-$27.8K	0.04%	350
2023 Q1	$854K	Sell	45,170 -4,858	-10%	-$90.7K	0.05%	330
2022 Q4	$923K	Buy	50,028 +1,011	+2%	+$18.7K	0.06%	268
2022 Q3	$903K	Sell	49,017 -336,367	-87%	-$6.51M	0.07%	252
2022 Q2	$7.5M	Buy	385,384 +2,939	+0.8%	+$58.8K	0.6%	23
2022 Q1	$7.7M	Buy	+382,445	New	+$7.97M	0.6%	24