Number of Shares
600,823.00
Current Holdings Value*
$11.50 Mil
% of Portfolio
1.99%
Total Estimate Gain
$262,258.96
% of Total Estimate Gain
2.23%

Security National Bank's SPDR Bloomberg 1-10 Year TIPS ETF Holding Summary

As of 2025-06-30, Security National Bank held 600,823.00 shares of SPDR Bloomberg 1-10 Year TIPS ETF(TIPX), totaling $11.50 Mil. This investment constitutes 1.99% of their stock portfolio, and Security National Bank now holds 0.69% of the outstanding SPDR Bloomberg 1-10 Year TIPS ETF(TIPX) stock.

The initial trade took place in 2024Q2. And since then Security National Bank has made 3 purchases of TIPX, at an average price of $18.70, for a total of 629,839.00 shares. In addition, there have been 2 sales at an average price of $19.00 for 29,016.00 shares. Based on historical transaction data and TIPX's current price of $19.12, Security National Bank's estimated gain on his TIPX holdings is $262,258.96, reflecting a 2.23% gain to date.

Security National Bank TIPX ($19.12) Holding Chart

Security National Bank TIPX ($19.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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