LBJ Family Wealth Advisors’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
242,044
+3,244
| +1% | +$129K | 5.62% | 6 |
|
|
2025
Q1 | $8.96M | Sell |
238,800
-916
| -0.4% | -$34.4K | 5.72% | 6 |
|
|
2024
Q4 | $8.67M | Buy |
239,716
+340
| +0.1% | +$12.3K | 5.17% | 6 |
|
|
2024
Q3 | $9.64M | Buy |
239,376
+5,179
| +2% | +$209K | 5.72% | 6 |
|
|
2024
Q2 | $9.02M | Sell |
234,197
-525
| -0.2% | -$20.2K | 5.67% | 6 |
|
|
2024
Q1 | $9.38M | Buy |
234,722
+9,105
| +4% | +$364K | 5.96% | 6 |
|
|
2023
Q4 | $9.46M | Sell |
225,617
-4,530
| -2% | -$190K | 6.55% | 6 |
|
|
2023
Q3 | $8.96M | Buy |
230,147
+2,833
| +1% | +$110K | 6.72% | 5 |
|
|
2023
Q2 | $9.49M | Buy |
227,314
+3,806
| +2% | +$159K | 6.59% | 5 |
|
|
2023
Q1 | $9.66M | Buy |
223,508
+2,019
| +0.9% | +$87.3K | 6.78% | 5 |
|
|
2022
Q4 | $9.13M | Buy |
221,489
+7,681
| +4% | +$316K | 6.81% | 6 |
|
|
2022
Q3 | $8.56M | Buy |
213,808
+8,646
| +4% | +$346K | 6.91% | 6 |
|
|
2022
Q2 | $9.28M | Buy |
205,162
+3,358
| +2% | +$152K | 6.95% | 6 |
|
|
2022
Q1 | $10.5M | Buy |
201,804
+10,961
| +6% | +$571K | 6.74% | 6 |
|
|
2021
Q4 | $10.3M | Buy |
190,843
+6,384
| +3% | +$344K | 5.97% | 6 |
|
|
2021
Q3 | $10.2M | Hold |
184,459
| – | – | 6.09% | 6 |
|
|
2021
Q2 | $10.4M | Buy |
184,459
+1,539
| +0.8% | +$86.8K | 6.19% | 6 |
|
|
2021
Q1 | $10.2M | Buy |
182,920
+2,004
| +1% | +$111K | 6.4% | 6 |
|
|
2020
Q4 | $10.6M | Buy |
180,916
+3,022
| +2% | +$177K | 6.92% | 5 |
|
|
2020
Q3 | $9.65M | Buy |
177,894
+600
| +0.3% | +$32.5K | 7.3% | 5 |
|
|
2020
Q2 | $9.31M | Buy |
177,294
+517
| +0.3% | +$27.1K | 7.47% | 5 |
|
|
2020
Q1 | $8.63M | Buy |
176,777
+5,038
| +3% | +$246K | 8.35% | 5 |
|
|
2019
Q4 | $9.47M | Buy |
171,739
+2,624
| +2% | +$145K | 6.55% | 5 |
|
|
2019
Q3 | $9.25M | Sell |
169,115
-6,526
| -4% | -$357K | 6.96% | 6 |
|
|
2019
Q2 | $9.69M | Buy |
175,641
+8,710
| +5% | +$481K | 7.16% | 5 |
|
|
2019
Q1 | $9.03M | Buy |
166,931
+172
| +0.1% | +$9.3K | 5.08% | 6 |
|
|
2018
Q4 | $8.68M | Buy |
166,759
+5,150
| +3% | +$268K | 7.61% | 5 |
|
|
2018
Q3 | $8.5M | Buy |
161,609
+34,924
| +28% | +$1.84M | 6.52% | 6 |
|
|
2018
Q2 | $6.87M | Buy |
126,685
+879
| +0.7% | +$47.7K | 5.53% | 7 |
|
|
2018
Q1 | $7.49M | Buy |
125,806
+868
| +0.7% | +$51.7K | 6.21% | 7 |
|
|
2017
Q4 | $7.19M | Buy |
124,938
+2,174
| +2% | +$125K | 5.91% | 7 |
|
|
2017
Q3 | $7.04M | Sell |
122,764
-1,025,106
| -89% | -$58.8M | 5.99% | 7 |
|
|
2017
Q2 | $9.19M | Buy |
1,147,870
+1,030,000
| +874% | +$8.24M | 8.29% | 5 |
|
|
2017
Q1 | $6.46M | Buy |
117,870
+11,082
| +10% | +$607K | 6.13% | 7 |
|
|
2016
Q4 | $5.56M | Buy |
+106,788
| New | +$5.56M | 5.54% | 7 |
|