Kiley Juergens Wealth Management’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
2022
Q1
Sell
-13,463
Closed -$284K 70
2021
Q4
$284K Buy
13,463
+1,647
+14% +$34.7K 0.11% 68
2021
Q3
$249K Buy
+11,816
New +$249K 0.11% 65