ICA Group Wealth Management’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$15.9K Sell
859
-99,768
-99% -$1.84M 0.01% 403
2024
Q1
$1.88M Sell
100,627
-21,357
-18% -$398K 0.38% 53
2023
Q4
$2.27M Buy
121,984
+11,249
+10% +$209K 0.51% 41
2023
Q3
$2M Buy
110,735
+1,034
+0.9% +$18.7K 0.56% 39
2023
Q2
$2.03M Buy
109,701
+2,773
+3% +$51.2K 0.51% 41
2023
Q1
$2.03M Buy
106,928
+2,968
+3% +$56.5K 0.49% 43
2022
Q4
$1.92M Buy
103,960
+37,212
+56% +$687K 0.45% 49
2022
Q3
$1.22M Buy
66,748
+39,079
+141% +$711K 0.26% 97
2022
Q2
$544K Buy
+27,669
New +$544K 0.1% 187