WCFA
Walkner Condon Financial Advisors’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
Q1 | – | Sell |
-16,354
| Closed | -$302K | – | 299 |
|
|
2024
Q4 | $302K | Sell |
16,354
-1,594
| -9% | -$29.5K | 0.06% | 215 |
|
|
2024
Q3 | $340K | Buy |
17,948
+98
| +0.5% | +$1.86K | 0.07% | 200 |
|
|
2024
Q2 | $330K | Sell |
17,850
-348
| -2% | -$6.43K | 0.07% | 188 |
|
|
2024
Q1 | $339K | Buy |
18,198
+812
| +5% | +$15.1K | 0.07% | 201 |
|
|
2023
Q4 | $323K | Buy |
+17,386
| New | +$323K | 0.07% | 202 |
|