Balboa Wealth Partners Spdr Bloomberg 1 10 Year Tips Transaction History

Balboa Wealth Partners

  • $369 Million
  • Q2 2024

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 17,673 shares of TIPX stock, worth $335,433. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,673
Previous 17,516 0.9%
Holding current value
$335,433
Previous $326,000 -0.0%
% of portfolio
0.09%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
138
Shares Held
63.4M
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
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