VisionPoint Advisory Group’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
Q1 | – | Sell |
-7,672
| Closed | -$142K | – | 303 |
|
2024
Q4 | $142K | Buy |
7,672
+67
| +0.9% | +$1.24K | 0.05% | 215 |
|
2024
Q3 | $144K | Sell |
7,605
-666
| -8% | -$12.6K | 0.05% | 201 |
|
2024
Q2 | $153K | Sell |
8,271
-210
| -2% | -$3.88K | 0.05% | 185 |
|
2024
Q1 | $158K | Sell |
8,481
-919
| -10% | -$17.1K | 0.06% | 179 |
|
2023
Q4 | $175K | Buy |
9,400
+2,511
| +36% | +$46.7K | 0.06% | 161 |
|
2023
Q3 | $125K | Buy |
6,889
+4,204
| +157% | +$76K | 0.05% | 171 |
|
2023
Q2 | $49.6K | Buy |
+2,685
| New | +$49.6K | 0.02% | 212 |
|
2022
Q2 | – | Sell |
-12,482
| Closed | -$249K | – | 122 |
|
2022
Q1 | $249K | Sell |
12,482
-3,126
| -20% | -$62.4K | 0.12% | 77 |
|
2021
Q4 | $321K | Sell |
15,608
-1,102
| -7% | -$22.7K | 0.14% | 79 |
|
2021
Q3 | $356K | Sell |
16,710
-124
| -0.7% | -$2.64K | 0.16% | 76 |
|
2021
Q2 | $356K | Buy |
+16,834
| New | +$356K | 0.16% | 79 |
|