Mutual 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 | $2.64M | Buy |
137,531
+893
| +0.7% | +$17.1K | 0.06% | 313 |
|
|
2025
Q4 | $2.61M | Sell |
136,638
-5,149
| -4% | -$98.9K | 0.06% | 303 |
|
|
2025
Q3 | $2.74M | Sell |
141,787
-339
| -0.2% | -$6.51K | 0.06% | 293 |
|
|
2025
Q2 | $2.72M | Buy |
142,126
+65,169
| +85% | +$1.24M | 0.07% | 259 |
|
|
2025
Q1 | $1.47M | Sell |
76,957
-645
| -0.8% | -$12.1K | 0.04% | 354 |
|
|
2024
Q4 | $1.44M | Sell |
77,602
-178
| -0.2% | -$3.33K | 0.04% | 365 |
|
|
2024
Q3 | $1.46M | Buy |
77,780
+3,896
| +5% | +$72.8K | 0.04% | 356 |
|
|
2024
Q2 | $1.37M | Sell |
73,884
-4,579
| -6% | -$84.3K | 0.04% | 378 |
|
|
2024
Q1 | $1.46M | Sell |
78,463
-2,488
| -3% | -$46.1K | 0.05% | 351 |
|
|
2023
Q4 | $1.5M | Buy |
80,951
+4,114
| +5% | +$74.9K | 0.05% | 332 |
|
|
2023
Q3 | $1.39M | Sell |
76,837
-7,169
| -9% | -$131K | 0.05% | 343 |
|
|
2023
Q2 | $1.55M | Sell |
84,006
-3,794
| -4% | -$70.9K | 0.06% | 317 |
|
|
2023
Q1 | $1.67M | Sell |
87,800
-5,662
| -6% | -$106K | 0.07% | 287 |
|
|
2022
Q4 | $1.72M | Buy |
93,462
+466
| +0.5% | +$8.61K | 0.08% | 258 |
|
|
2022
Q3 | $1.69M | Buy |
92,996
+6,759
| +8% | +$131K | 0.09% | 226 |
|
|
2022
Q2 | $1.68M | Buy |
86,237
+2,820
| +3% | +$56.4K | 0.11% | 212 |
|
|
2022
Q1 | $1.73M | Buy |
83,417
+1,074
| +1% | +$22.4K | 0.1% | 242 |
|
|
2021
Q4 | $1.74M | Sell |
82,343
-3,170
| -4% | -$67.1K | 0.09% | 256 |
|
|
2021
Q3 | $1.8M | Sell |
85,513
-1,032
| -1% | -$21.9K | 0.11% | 237 |
|
|
2021
Q2 | $1.83M | Buy |
86,545
+1,513
| +2% | +$31.9K | 0.11% | 241 |
|
|
2021
Q1 | $1.77M | Buy |
85,032
+5,451
| +7% | +$114K | 0.12% | 216 |
|
|
2020
Q4 | $1.66M | Buy |
79,581
+15,731
| +25% | +$325K | 0.12% | 201 |
|
|
2020
Q3 | $1.32M | Buy |
63,850
+710
| +1% | +$14.7K | 0.12% | 198 |
|
|
2020
Q2 | $1.28M | Sell |
63,140
-174
| -0.3% | -$3.49K | 0.13% | 183 |
|
|
2020
Q1 | $1.24M | Sell |
63,314
-1,259
| -2% | -$24.8K | 0.17% | 154 |
|
|
2019
Q4 | $1.27M | Buy |
64,573
+53,958
| +508% | +$1.06M | 0.13% | 182 |
|
|
2019
Q3 | $208K | Buy |
+10,615
| New | +$208K | 0.03% | 499 |
|
Other funds holding TIPX
DJSG
BC
PRP