SWP
Stratos Wealth Partners’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 | $2.54M | Sell |
132,833
-625,622
| -82% | -$12M | 0.03% | 434 |
|
|
2025
Q1 | $14.6M | Buy |
758,455
+200,525
| +36% | +$3.85M | 0.22% | 99 |
|
|
2024
Q4 | $10.3M | Buy |
+557,930
| New | +$10.3M | 0.15% | 141 |
|
|
2023
Q2 | – | Sell |
-15,775
| Closed | -$300K | – | 1231 |
|
|
2023
Q1 | $300K | Sell |
15,775
-1,969
| -11% | -$37.5K | 0.01% | 874 |
|
|
2022
Q4 | $327K | Sell |
17,744
-21,901
| -55% | -$404K | 0.01% | 857 |
|
|
2022
Q3 | $722K | Sell |
39,645
-1,138,278
| -97% | -$20.7M | 0.02% | 571 |
|
|
2022
Q2 | $22.9M | Buy |
1,177,923
+979,817
| +495% | +$19.1M | 0.58% | 29 |
|
|
2022
Q1 | $4.1M | Buy |
198,106
+179,701
| +976% | +$3.72M | 0.09% | 215 |
|
|
2021
Q4 | $389K | Buy |
18,405
+6,007
| +48% | +$127K | 0.01% | 912 |
|
|
2021
Q3 | $262K | Buy |
12,398
+1,851
| +18% | +$39.1K | 0.01% | 988 |
|
|
2021
Q2 | $223K | Buy |
+10,547
| New | +$223K | 0.01% | 1078 |
|