Capital Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Capital Wealth Management, LLC

  • $287 Million
  • Q3 2025

A detailed history of Capital Wealth Management, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Capital Wealth Management, LLC holds 45,197 shares of TIPX stock, worth $867,330. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,197
Previous 43,360 4.24%
Holding current value
$867,330
Previous $829,000 5.07%
% of portfolio
0.3%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$19.01 - $19.39 $34,921 - $35,619
1,837 Added 4.24%
45,197 $871,000
Q2 2025

Jul 09, 2025
SELL
$18.83 - $19.22 $76,299 - $77,879
-4,052 Reduced 8.55%
43,360 $829,000
Q1 2025

Apr 18, 2025
SELL
$18.46 - $19.19 $3,008 - $3,127
-163 Reduced 0.34%
47,412 $907,000
Q4 2024

Jan 16, 2025
SELL
$18.41 - $18.97 $7,437 - $7,663
-404 Reduced 0.84%
47,575 $879,000
Q3 2024

Oct 18, 2024
BUY
$18.35 - $19.01 $24,644 - $25,530
1,343 Added 2.88%
47,979 $909,000
Q2 2024

Jul 16, 2024
BUY
$18.25 - $18.51 $8,595 - $8,718
471 Added 1.02%
46,636 $861,000
Q1 2024

Apr 19, 2024
SELL
$18.4 - $18.66 $92,404 - $93,710
-5,022 Reduced 9.81%
46,165 $860,000
Q4 2023

Jan 24, 2024
SELL
$17.9 - $18.63 $263,810 - $274,568
-14,738 Reduced 22.36%
51,187 $951,000
Q3 2023

Oct 31, 2023
BUY
$18.05 - $18.49 $433 - $443
24 Added 0.04%
65,925 $1.19 Million
Q2 2023

Aug 03, 2023
SELL
$18.41 - $19.02 $12,371 - $12,781
-672 Reduced 1.01%
65,901 $1.22 Million
Q1 2023

May 05, 2023
BUY
$18.38 - $19.03 $778,227 - $805,749
42,341 Added 174.73%
66,573 $1.27 Million
Q4 2022

Feb 02, 2023
BUY
$18.25 - $18.84 $442,234 - $456,530
24,232 New
24,232 $447,000

Others Institutions Holding TIPX

# of Institutions
144
Shares Held
68.9M
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 Capital Wealth Management, LLC Portfolio

Follow Capital Wealth Management, LLC 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 Capital Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email