PWPS
Pinnacle Wealth Planning Services’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 | $4.42M | Buy |
230,884
+5,666
| +3% | +$108K | 0.58% | 29 |
|
|
2025
Q1 | $4.32M | Buy |
225,218
+10,935
| +5% | +$210K | 0.65% | 26 |
|
|
2024
Q4 | $3.96M | Buy |
214,283
+5,470
| +3% | +$101K | 0.6% | 28 |
|
|
2024
Q3 | $3.96M | Buy |
208,813
+7,164
| +4% | +$136K | 0.54% | 27 |
|
|
2024
Q2 | $3.73M | Buy |
201,649
+9,357
| +5% | +$173K | 0.53% | 28 |
|
|
2024
Q1 | $3.58M | Buy |
192,292
+4,687
| +2% | +$87.4K | 0.53% | 31 |
|
|
2023
Q4 | $3.49M | Buy |
187,605
+4,299
| +2% | +$79.9K | 0.55% | 29 |
|
|
2023
Q3 | $3.31M | Buy |
183,306
+5,906
| +3% | +$107K | 0.55% | 27 |
|
|
2023
Q2 | $3.27M | Buy |
177,400
+6,109
| +4% | +$113K | 0.53% | 31 |
|
|
2023
Q1 | $3.26M | Buy |
171,291
+923
| +0.5% | +$17.6K | 0.54% | 30 |
|
|
2022
Q4 | $3.14M | Buy |
170,368
+45,834
| +37% | +$846K | 0.56% | 31 |
|
|
2022
Q3 | $2.27M | Buy |
124,534
+7,492
| +6% | +$136K | 0.42% | 39 |
|
|
2022
Q2 | $2.28M | Buy |
117,042
+1,394
| +1% | +$27.1K | 0.41% | 44 |
|
|
2022
Q1 | $2.39M | Buy |
115,648
+1,039
| +0.9% | +$21.5K | 0.44% | 41 |
|
|
2021
Q4 | $2.42M | Buy |
114,609
+5,629
| +5% | +$119K | 0.47% | 40 |
|
|
2021
Q3 | $2.28M | Buy |
108,980
+5,230
| +5% | +$109K | 0.5% | 39 |
|
|
2021
Q2 | $2.17M | Buy |
103,750
+5,565
| +6% | +$117K | 0.51% | 37 |
|
|
2021
Q1 | $2.03M | Buy |
98,185
+38,920
| +66% | +$804K | 0.52% | 39 |
|
|
2020
Q4 | $1.22M | Buy |
59,265
+1,266
| +2% | +$26K | 0.29% | 55 |
|
|
2020
Q3 | $1.18M | Sell |
57,999
-11,605
| -17% | -$237K | 0.39% | 49 |
|
|
2020
Q2 | $1.14M | Buy |
69,604
+14,038
| +25% | +$230K | 0.37% | 50 |
|
|
2020
Q1 | $955K | Buy |
55,566
+7,848
| +16% | +$135K | 0.45% | 46 |
|
|
2019
Q4 | $935K | Buy |
47,718
+4,001
| +9% | +$78.4K | 0.44% | 47 |
|
|
2019
Q3 | $855K | Buy |
43,717
+7,138
| +20% | +$140K | 0.47% | 42 |
|
|
2019
Q2 | $716K | Buy |
36,579
+1,545
| +4% | +$30.2K | 0.43% | 45 |
|
|
2019
Q1 | $677K | Sell |
35,034
-1,128
| -3% | -$21.8K | 0.45% | 38 |
|
|
2018
Q4 | $682K | Buy |
36,162
+8,396
| +30% | +$158K | 0.44% | 44 |
|
|
2018
Q3 | $527K | Buy |
27,766
+6,215
| +29% | +$118K | 0.48% | 65 |
|
|
2018
Q2 | $415K | Buy |
21,551
+1,533
| +8% | +$29.5K | 0.4% | 84 |
|
|
2018
Q1 | $384K | Buy |
+20,018
| New | +$384K | 0.4% | 86 |
|