Treasure Coast Financial Planning’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 | $8.65M | Buy |
452,126
+16,032
| +4% | +$307K | 5.04% | 7 |
|
|
2025
Q1 | $8.37M | Buy |
436,094
+59,514
| +16% | +$1.14M | 5.19% | 6 |
|
|
2024
Q4 | $6.96M | Buy |
376,580
+4,035
| +1% | +$74.6K | 4.59% | 7 |
|
|
2024
Q3 | $7.06M | Buy |
372,545
+66,628
| +22% | +$1.26M | 4.36% | 8 |
|
|
2024
Q2 | $5.65M | Buy |
305,917
+109,117
| +55% | +$2.02M | 3.73% | 8 |
|
|
2024
Q1 | $3.67M | Buy |
196,800
+5,413
| +3% | +$101K | 2.4% | 15 |
|
|
2023
Q4 | $3.56M | Buy |
191,387
+56,760
| +42% | +$1.06M | 2.48% | 14 |
|
|
2023
Q3 | $2.43M | Sell |
134,627
-289
| -0.2% | -$5.23K | 1.69% | 16 |
|
|
2023
Q2 | $2.49M | Sell |
134,916
-3,437
| -2% | -$63.4K | 1.68% | 18 |
|
|
2023
Q1 | $2.63M | Sell |
138,353
-8,093
| -6% | -$154K | 1.84% | 15 |
|
|
2022
Q4 | $2.7M | Buy |
+146,446
| New | +$2.7M | 2.02% | 15 |
|