NWM
Napa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,795
| Closed | -$668K | – | 182 |
|
|
2025
Q1 | $668K | Buy |
34,795
+3,718
| +12% | +$71.3K | 0.38% | 72 |
|
|
2024
Q4 | $575K | Sell |
31,077
-52,051
| -63% | -$962K | 0.25% | 111 |
|
|
2024
Q3 | $1.58M | Buy |
83,128
+10,394
| +14% | +$197K | 0.75% | 29 |
|
|
2024
Q2 | $1.34M | Buy |
72,734
+52,850
| +266% | +$977K | 0.91% | 23 |
|
|
2024
Q1 | $371K | Buy |
+19,884
| New | +$371K | 0.2% | 47 |
|