RWM
Revisor 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 | $360K | Sell |
18,887
-2,756
| -13% | -$52.5K | 0.13% | 188 |
|
|
2025
Q1 | $415K | Buy |
+21,643
| New | +$415K | 0.18% | 137 |
|
|
2024
Q2 | – | Sell |
-12,110
| Closed | -$225K | – | 189 |
|
|
2024
Q1 | $225K | Sell |
12,110
-2,857
| -19% | -$53.2K | 0.1% | 172 |
|
|
2023
Q4 | $278K | Buy |
+14,967
| New | +$278K | 0.32% | 85 |
|