HWP
Hibernia Wealth Partners’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 | $3.35M | Buy |
175,092
+84,640
| +94% | +$1.62M | 1.08% | 15 |
|
2025
Q1 | $1.74M | Sell |
90,452
-14,121
| -14% | -$271K | 1.23% | 15 |
|
2024
Q4 | $1.93M | Sell |
104,573
-114,526
| -52% | -$2.12M | 1.26% | 15 |
|
2024
Q3 | $4.15M | Sell |
219,099
-13,582
| -6% | -$257K | 1.24% | 14 |
|
2024
Q2 | $4.3M | Buy |
232,681
+116,365
| +100% | +$2.15M | 1.5% | 15 |
|
2024
Q1 | $2.17M | Sell |
116,316
-28,125
| -19% | -$524K | 1.47% | 14 |
|
2023
Q4 | $2.69M | Buy |
144,441
+144,153
| +50,053% | +$2.68M | 2.01% | 12 |
|
2023
Q3 | $5.21K | Buy |
+288
| New | +$5.21K | ﹤0.01% | 205 |
|