Pinnacle Wealth Planning Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 230,884 shares of TIPX stock, worth $4.44 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

230,884

Previous 225,218 2.52%

Holding current value

$4.44 Million

Previous $4.32 Million 2.27%

% of portfolio

0.59%

Previous 0.66%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$18.83 - $19.22 $106,690 - $108,900	5,666 Added 2.52%	230,884 $4.42 Million
Q1 2025 May 15, 2025	BUY	$18.46 - $19.19 $201,860 - $209,842	10,935 Added 5.1%	225,218 $4.32 Million
Q4 2024 Feb 06, 2025	BUY	$18.41 - $18.97 $100,702 - $103,765	5,470 Added 2.62%	214,283 $3.96 Million
Q3 2024 Nov 13, 2024	BUY	$18.35 - $19.01 $131,459 - $136,187	7,164 Added 3.55%	208,813 $3.96 Million
Q2 2024 Aug 09, 2024	BUY	$18.25 - $18.51 $170,765 - $173,198	9,357 Added 4.87%	201,649 $3.73 Million
Q1 2024 May 09, 2024	BUY	$18.4 - $18.66 $86,240 - $87,459	4,687 Added 2.5%	192,292 $3.58 Million
Q4 2023 Feb 07, 2024	BUY	$17.9 - $18.63 $76,952 - $80,090	4,299 Added 2.35%	187,605 $3.49 Million
Q3 2023 Nov 07, 2023	BUY	$18.05 - $18.49 $106,603 - $109,201	5,906 Added 3.33%	183,306 $3.31 Million
Q2 2023 Aug 07, 2023	BUY	$18.41 - $19.02 $112,466 - $116,193	6,109 Added 3.57%	177,400 $3.27 Million
Q1 2023 May 03, 2023	BUY	$18.38 - $19.03 $16,964 - $17,564	923 Added 0.54%	171,291 $3.26 Million
Q4 2022 Feb 13, 2023	BUY	$18.25 - $18.84 $836,470 - $863,512	45,834 Added 36.8%	170,368 $3.14 Million
Q3 2022 Nov 09, 2022	BUY	$18.21 - $20.08 $136,429 - $150,439	7,492 Added 6.4%	124,534 $2.27 Million
Q2 2022 Aug 03, 2022	BUY	$19.33 - $20.46 $26,946 - $28,521	1,394 Added 1.21%	117,042 $2.28 Million
Q1 2022 Apr 20, 2022	BUY	$20.45 - $21.3 $21,247 - $22,130	1,039 Added 0.91%	115,648 $2.39 Million
Q4 2021 Jan 21, 2022	BUY	$20.97 - $21.43 $118,040 - $120,629	5,629 Added 5.17%	114,609 $2.42 Million
Q3 2021 Oct 29, 2021	BUY	$21.0 - $21.49 $109,830 - $112,392	5,230 Added 5.04%	108,980 $2.28 Million
Q2 2021 Aug 02, 2021	BUY	$20.83 - $21.27 $115,918 - $118,367	5,565 Added 5.67%	103,750 $2.17 Million
Q1 2021 Apr 29, 2021	BUY	$20.7 - $21.08 $805,644 - $820,433	38,920 Added 65.67%	98,185 $2.03 Million
Q4 2020 Feb 12, 2021	BUY	$20.51 - $20.91 $25,965 - $26,472	1,266 Added 2.18%	59,265 $1.22 Million
Q3 2020 Nov 03, 2020	SELL	$20.32 - $20.87 $235,813 - $242,196	-11,605 Reduced 16.67%	57,999 $1.18 Million
Q2 2020 Jul 27, 2020	BUY	$19.65 - $20.34 $275,846 - $285,532	14,038 Added 25.26%	69,604 $1.14 Million
Q1 2020 May 11, 2020	BUY	$18.61 - $20.22 $146,051 - $158,686	7,848 Added 16.45%	55,566 $955,000
Q4 2019 Feb 07, 2020	BUY	$19.47 - $19.66 $77,899 - $78,659	4,001 Added 9.15%	47,718 $935,000
Q3 2019 Oct 31, 2019	BUY	$19.47 - $19.64 $138,976 - $140,190	7,138 Added 19.51%	43,717 $855,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,545 Added 4.41%	36,579 $716,000
Q1 2019 May 08, 2019	SELL	N/A	-1,128 Reduced 3.12%	35,034 $677,000
Q4 2018 Mar 01, 2019	BUY	N/A	8,396 Added 30.24%	36,162 $682,000
Q3 2018 Feb 28, 2019	BUY	N/A	6,215 Added 28.84%	27,766 $527,000
Q2 2018 Feb 28, 2019	BUY	N/A	1,533 Added 7.66%	21,551 $415,000
Q1 2018 Feb 28, 2019	BUY	N/A	20,018 New	20,018 $384,000

Others Institutions Holding TIPX

# of Institutions

142

Shares Held

67M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

Ticker TIPX
Sector ETFs
Industry ETFs

More about TIPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

Pinnacle Wealth Planning Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History