IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.6K | Sell |
3,368
-216
| -6% | -$4.15K | ﹤0.01% | 2108 |
|
|
2025
Q4 | $68.4K | Hold |
3,584
| – | – | ﹤0.01% | 2014 |
|
|
2025
Q3 | $69.1K | Sell |
3,584
-216
| -6% | -$4.15K | ﹤0.01% | 1909 |
|
|
2025
Q2 | $72.7K | Sell |
3,800
-1,930
| -34% | -$36.7K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $110K | Buy |
5,730
+2,146
| +60% | +$40.3K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $66.3K | Sell |
3,584
-16
| -0.4% | -$299 | ﹤0.01% | 1687 |
|
|
2024
Q3 | $68.2K | Buy |
3,600
+216
| +6% | +$4.04K | ﹤0.01% | 1580 |
|
|
2024
Q2 | $62.5K | Hold |
3,384
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q1 | $63.1K | Hold |
3,384
| – | – | ﹤0.01% | 1494 |
|
|
2023
Q4 | $62.9K | Sell |
3,384
-3,168
| -48% | -$57.7K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $118K | Buy |
6,552
+1,800
| +38% | +$32.9K | 0.01% | 1181 |
|
|
2023
Q2 | $87.7K | Sell |
4,752
-1,280
| -21% | -$23.9K | ﹤0.01% | 1363 |
|
|
2023
Q1 | $116K | Sell |
6,032
-6,320
| -51% | -$118K | 0.01% | 1180 |
|
|
2022
Q4 | $238K | Sell |
12,352
-5,668
| -31% | -$105K | 0.01% | 1268 |
|
|
2022
Q3 | $346K | Buy |
18,020
+68
| +0.4% | +$1.31K | 0.01% | 1115 |
|
|
2022
Q2 | $345K | Hold |
17,952
| – | – | 0.01% | 1005 |
|
|
2022
Q1 | $345K | Sell |
17,952
-3,151
| -15% | -$65.7K | 0.01% | 1005 |
|
|
2021
Q4 | $445K | Hold |
21,103
| – | – | 0.01% | 639 |
|
|
2021
Q3 | $445K | Buy |
21,103
+2,100
| +11% | +$44.6K | 0.01% | 623 |
|
|
2021
Q2 | $401K | Buy |
19,003
+280
| +1% | +$5.9K | 0.01% | 621 |
|
|
2021
Q1 | $391K | Sell |
18,723
-1,784
| -9% | -$37.3K | 0.01% | 597 |
|
|
2020
Q4 | $428K | Hold |
20,507
| – | – | 0.02% | 553 |
|
|
2020
Q3 | $425K | Buy |
20,507
+19,290
| +1,585% | +$398K | 0.03% | 478 |
|
|
2020
Q2 | $24K | Buy |
+1,217
| New | +$24.4K | ﹤0.01% | 1500 |
|
|
2016
Q4 | – | Sell |
-286
| Closed | -$6K | – | 4131 |
|
|
2016
Q3 | $6K | Buy |
286
+3
| +1% | +$59 | ﹤0.01% | 3152 |
|
|
2016
Q2 | $6K | Buy |
+283
| New | +$5.58K | ﹤0.01% | 3055 |
|
Other funds holding TIPX
DJSG
BC
PRP