Strategic Wealth Partners’s SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Buy |
+748
| New | +$14.3K | ﹤0.01% | 720 |
|
|
2019
Q4 | – | Sell |
-6,727
| Closed | -$131 | – | 467 |
|
|
2019
Q3 | $131 | Sell |
6,727
-801
| -11% | -$16 | ﹤0.01% | 255 |
|
|
2019
Q2 | $147K | Sell |
7,528
-14,900
| -66% | -$291K | 0.07% | 149 |
|
|
2019
Q1 | $432K | Sell |
22,428
-6,260
| -22% | -$121K | 0.2% | 103 |
|
|
2018
Q4 | $563K | Sell |
28,688
-317
| -1% | -$6.22K | 0.28% | 90 |
|
|
2018
Q3 | $551K | Buy |
29,005
+1,563
| +6% | +$29.7K | 0.29% | 90 |
|
|
2018
Q2 | $529K | Buy |
27,442
+5,375
| +24% | +$104K | 0.31% | 91 |
|
|
2018
Q1 | $424K | Buy |
+22,067
| New | +$424K | 0.22% | 123 |
|