Balboa Wealth Partners Spdr Bloomberg 1 10 Year Tips Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Balboa Wealth Partners holds 18,503 shares of TIPX stock, worth $356,367. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,503
Previous 17,650 4.83%
Holding current value
$356,367
Previous $338,000 4.73%
% of portfolio
0.07%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$18.83 - $19.22 $16,061 - $16,394
853 Added 4.83%
18,503 $354,000
Q1 2025

Apr 23, 2025
SELL
$18.46 - $19.19 $10,872 - $11,302
-589 Reduced 3.23%
17,650 $338,000
Q4 2024

Feb 10, 2025
BUY
$18.41 - $18.97 $11,377 - $11,723
618 Added 3.51%
18,239 $337,000
Q3 2024

Nov 06, 2024
SELL
$18.35 - $19.01 $954 - $988
-52 Reduced 0.29%
17,621 $333,000
Q2 2024

Aug 13, 2024
BUY
$18.25 - $18.51 $2,865 - $2,906
157 Added 0.9%
17,673 $326,000
Q1 2024

May 13, 2024
SELL
$18.4 - $18.66 $54,629 - $55,401
-2,969 Reduced 14.49%
17,516 $326,000
Q4 2023

Feb 09, 2024
SELL
$17.9 - $18.63 $680 - $707
-38 Reduced 0.19%
20,485 $380,000
Q3 2023

Oct 23, 2023
BUY
$18.05 - $18.49 $9,331 - $9,559
517 Added 2.58%
20,523 $371,000
Q2 2023

Aug 08, 2023
BUY
$18.41 - $19.02 $58,856 - $60,806
3,197 Added 19.02%
20,006 $369,000
Q1 2023

May 11, 2023
SELL
$18.38 - $19.03 $57,235 - $59,259
-3,114 Reduced 15.63%
16,809 $319,000
Q4 2022

Feb 14, 2023
BUY
$18.25 - $18.84 $363,594 - $375,349
19,923 New
19,923 $367,000

Others Institutions Holding TIPX

# of Institutions
142
Shares Held
67.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

TIPX Quotes by TradingView
  • Ticker TIPX
  • Sector ETFs
  • Industry ETFs
More about TIPX
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email