Western Wealth Management’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 | $209K | Buy |
10,922
+766
| +8% | +$14.7K | 0.01% | 687 |
|
|
2025
Q1 | $195K | Buy |
10,156
+1
| +0% | +$19 | 0.01% | 652 |
|
|
2024
Q4 | $188K | Buy |
10,155
+11
| +0.1% | +$203 | 0.01% | 643 |
|
|
2024
Q3 | $192K | Buy |
10,144
+9
| +0.1% | +$171 | 0.01% | 718 |
|
|
2024
Q2 | $187K | Sell |
10,135
-5,857
| -37% | -$108K | 0.01% | 632 |
|
|
2024
Q1 | $298K | Sell |
15,992
-18,388
| -53% | -$343K | 0.02% | 507 |
|
|
2023
Q4 | $639K | Sell |
34,380
-3,279
| -9% | -$61K | 0.05% | 356 |
|
|
2023
Q3 | $681K | Buy |
37,659
+5,778
| +18% | +$104K | 0.06% | 320 |
|
|
2023
Q2 | $589K | Sell |
31,881
-807
| -2% | -$14.9K | 0.05% | 342 |
|
|
2023
Q1 | $622K | Sell |
32,688
-10,748
| -25% | -$205K | 0.06% | 323 |
|
|
2022
Q4 | $801K | Sell |
43,436
-46,209
| -52% | -$853K | 0.08% | 265 |
|
|
2022
Q3 | $1.63M | Buy |
89,645
+2,659
| +3% | +$48.5K | 0.09% | 214 |
|
|
2022
Q2 | $1.69M | Buy |
86,986
+13,777
| +19% | +$268K | 0.1% | 210 |
|
|
2022
Q1 | $1.51M | Buy |
73,209
+35,337
| +93% | +$731K | 0.07% | 256 |
|
|
2021
Q4 | $799K | Buy |
+37,872
| New | +$799K | 0.08% | 240 |
|
|
2021
Q2 | $651K | Hold |
30,839
| – | – | 0.07% | 300 |
|
|
2021
Q1 | $644K | Buy |
30,839
+18,598
| +152% | +$388K | 0.09% | 232 |
|
|
2020
Q4 | $256K | Sell |
12,241
-35,080
| -74% | -$734K | 0.04% | 385 |
|
|
2020
Q3 | $981K | Buy |
47,321
+35,080
| +287% | +$727K | 0.16% | 147 |
|
|
2020
Q2 | $249K | Buy |
+12,241
| New | +$249K | 0.05% | 347 |
|