SSWM
Sheets Smith 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 |
-31,687
| Closed | -$608K | – | 407 |
|
|
2025
Q1 | $608K | Hold |
31,687
| – | – | 0.08% | 225 |
|
|
2024
Q4 | $586K | Buy |
31,687
+202
| +0.6% | +$3.74K | 0.07% | 235 |
|
|
2024
Q3 | $597K | Hold |
31,485
| – | – | 0.07% | 223 |
|
|
2024
Q2 | $582K | Sell |
31,485
-31,217
| -50% | -$577K | 0.07% | 217 |
|
|
2024
Q1 | $1.17M | Buy |
62,702
+2,628
| +4% | +$49K | 0.13% | 152 |
|
|
2023
Q4 | $1.12M | Buy |
60,074
+3,237
| +6% | +$60.2K | 0.16% | 129 |
|
|
2023
Q3 | $1.03M | Buy |
56,837
+9,188
| +19% | +$166K | 0.16% | 135 |
|
|
2023
Q2 | $880K | Buy |
47,649
+31,896
| +202% | +$589K | 0.13% | 151 |
|
|
2023
Q1 | $300K | Hold |
15,753
| – | – | 0.05% | 267 |
|
|
2022
Q4 | $291K | Buy |
+15,753
| New | +$291K | 0.05% | 259 |
|