SW
Simplicity Wealth’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 | $1.3M | Buy |
68,046
+46,057
| +209% | +$882K | 0.05% | 282 |
|
|
2025
Q1 | $422K | Buy |
+21,989
| New | +$422K | 0.03% | 368 |
|
|
2024
Q4 | – | Sell |
-23,572
| Closed | -$447K | – | 497 |
|
|
2024
Q3 | $447K | Sell |
23,572
-7,470
| -24% | -$142K | 0.04% | 315 |
|
|
2024
Q2 | $574K | Buy |
31,042
+3,284
| +12% | +$60.7K | 0.01% | 701 |
|
|
2024
Q1 | $517K | Buy |
27,758
+75
| +0.3% | +$1.4K | 0.01% | 724 |
|
|
2023
Q4 | $515K | Buy |
27,683
+8,811
| +47% | +$164K | 0.2% | 94 |
|
|
2023
Q3 | $341K | Buy |
18,872
+7,734
| +69% | +$140K | 0.2% | 59 |
|
|
2023
Q2 | $206K | Buy |
11,138
+713
| +7% | +$13.2K | 0.13% | 74 |
|
|
2023
Q1 | $198K | Buy |
+10,425
| New | +$198K | 0.13% | 66 |
|