Wealth Enhancement Advisory Services’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 | $240K | Sell |
12,592
-2,646
| -17% | -$50.4K | ﹤0.01% | 2816 |
|
2025
Q1 | $292K | Sell |
15,238
-128
| -0.8% | -$2.46K | ﹤0.01% | 2446 |
|
2024
Q4 | $284K | Buy |
15,366
+3,019
| +24% | +$55.8K | ﹤0.01% | 2402 |
|
2024
Q3 | $234K | Sell |
12,347
-841
| -6% | -$15.9K | ﹤0.01% | 2327 |
|
2024
Q2 | $244K | Hold |
13,188
| – | – | ﹤0.01% | 2135 |
|
2024
Q1 | $246K | Sell |
13,188
-6,509
| -33% | -$121K | ﹤0.01% | 2046 |
|
2023
Q4 | $366K | Buy |
19,697
+374
| +2% | +$6.95K | ﹤0.01% | 1694 |
|
2023
Q3 | $349K | Buy |
+19,323
| New | +$349K | ﹤0.01% | 1640 |
|