Valmark Advisers’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 | $457K | Sell |
23,870
-3,091
| -11% | -$59.2K | 0.01% | 458 |
|
|
2025
Q1 | $517K | Sell |
26,961
-884
| -3% | -$17K | 0.01% | 417 |
|
|
2024
Q4 | $515K | Buy |
27,845
+5,555
| +25% | +$103K | 0.01% | 412 |
|
|
2024
Q3 | $422K | Sell |
22,290
-11,165
| -33% | -$212K | 0.01% | 445 |
|
|
2024
Q2 | $618K | Buy |
33,455
+2,454
| +8% | +$45.4K | 0.01% | 358 |
|
|
2024
Q1 | $578K | Sell |
31,001
-6,294
| -17% | -$117K | 0.01% | 350 |
|
|
2023
Q4 | $693K | Sell |
37,295
-38,634
| -51% | -$718K | 0.01% | 309 |
|
|
2023
Q3 | $1.37M | Buy |
75,929
+4,386
| +6% | +$79.3K | 0.03% | 185 |
|
|
2023
Q2 | $1.32M | Buy |
71,543
+18,000
| +34% | +$332K | 0.03% | 191 |
|
|
2023
Q1 | $1.02M | Buy |
53,543
+14,177
| +36% | +$270K | 0.02% | 217 |
|
|
2022
Q4 | $726K | Buy |
39,366
+2,673
| +7% | +$49.3K | 0.02% | 252 |
|
|
2022
Q3 | $668K | Buy |
+36,693
| New | +$668K | 0.01% | 244 |
|