RFS
Richardson Financial 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 | $173K | Sell |
9,074
-1,754
| -16% | -$33.4K | 0.12% | 159 |
|
|
2025
Q1 | $208K | Sell |
10,828
-635
| -6% | -$12.2K | 0.16% | 137 |
|
|
2024
Q4 | $212K | Sell |
11,463
-1,868
| -14% | -$34.5K | 0.15% | 132 |
|
|
2024
Q3 | $247K | Buy |
13,331
+1,123
| +9% | +$20.8K | 0.16% | 129 |
|
|
2024
Q2 | $226K | Sell |
12,208
-393
| -3% | -$7.26K | 0.16% | 125 |
|
|
2024
Q1 | $235K | Sell |
12,601
-6,059
| -32% | -$113K | 0.17% | 131 |
|
|
2023
Q4 | $347K | Buy |
+18,660
| New | +$347K | 0.3% | 93 |
|