Rooted Wealth Advisors’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Rooted Wealth Advisors’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$214K	Sell
2023 Q2	$268K	Sell
2023 Q1	$2.42M	Sell
2022 Q4	$2.47M	Buy