Fermata Advisors, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Fermata Advisors, LLC

$335 Million
Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Fermata Advisors, LLC holds 47,164 shares of TIPX stock, worth $905,077. This represents 0.27% of its overall portfolio holdings.

Number of Shares

47,164

Previous 342,039 86.21%

Holding current value

$905,077

Previous $6.55 Million 86.23%

% of portfolio

0.27%

Previous 1.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$18.83 - $19.22 $5.55 Million - $5.67 Million	-294,875 Reduced 86.21%	47,164 $902,000
Q1 2025 Apr 10, 2025	BUY	$18.46 - $19.19 $6.31 Million - $6.56 Million	342,039 New	342,039 $6.55 Million
Q1 2023 Apr 12, 2023	SELL	$18.38 - $19.03 $323,193 - $334,623	-17,584 Reduced 52.64%	15,821 $301,000
Q4 2022 Feb 13, 2023	SELL	$18.25 - $18.84 $5.58 Million - $5.76 Million	-305,913 Reduced 90.16%	33,405 $616,000
Q3 2022 Nov 14, 2022	BUY	$18.21 - $20.08 $633,343 - $698,382	34,780 Added 11.42%	339,318 $6.18 Million
Q2 2022 Aug 09, 2022	SELL	$19.33 - $20.46 $51,456 - $54,464	-2,662 Reduced 0.87%	304,538 $5.93 Million
Q1 2022 Apr 22, 2022	BUY	$20.45 - $21.3 $512,845 - $534,161	25,078 Added 8.89%	307,200 $6.35 Million
Q4 2021 Feb 02, 2022	BUY	$20.97 - $21.43 $1.13 Million - $1.16 Million	53,948 Added 23.64%	282,122 $5.96 Million
Q3 2021 Oct 29, 2021	BUY	$21.0 - $21.49 $4.79 Million - $4.9 Million	228,174 New	228,174 $4.82 Million

Others Institutions Holding TIPX

# of Institutions

141

Shares Held

64.6M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Fermata Advisors, LLC Spdr Bloomberg 1 10 Year Tips Transaction History