HB Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Hold	9,685	–	–	﹤0.01%	1320
2025 Q4	$251K	Buy	9,685 +129	+1%	+$3.38K	﹤0.01%	1230
2025 Q3	$251K	Sell	9,556 -193	-2%	-$5.04K	﹤0.01%	1162
2025 Q2	$254K	Hold	9,749	–	–	﹤0.01%	1003
2025 Q1	$257K	Buy	9,749 +193	+2%	+$4.98K	﹤0.01%	1031
2024 Q4	$242K	Hold	9,556	–	–	﹤0.01%	903
2024 Q3	$251K	Hold	9,556	–	–	﹤0.01%	817
2024 Q2	$243K	Hold	9,556	–	–	﹤0.01%	784
2024 Q1	$245K	Sell	9,556 -1,889	-17%	-$48.3K	﹤0.01%	726
2023 Q4	$293K	Buy	11,445 +157	+1%	+$3.93K	﹤0.01%	620
2023 Q3	$280K	Buy	11,288 +1,732	+18%	+$43.9K	﹤0.01%	587
2023 Q2	$247K	Hold	9,556	–	–	﹤0.01%	603
2023 Q1	$255K	Sell	9,556 -1	-0%	-$26	﹤0.01%	583
2022 Q4	$246K	Buy	9,557 +1	+0%	+$26	﹤0.01%	582
2022 Q3	$242K	Hold	9,556	–	–	0.01%	490
2022 Q2	$263K	Sell	9,556 -3,201	-25%	-$92K	0.01%	470
2022 Q1	$386K	Buy	12,757 +1	+0%	+$31	0.01%	392
2021 Q4	$402K	Buy	+12,756	New	+$401K	0.01%	344