AWM
Accurate Wealth Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
87,336
+8,287
| +10% | +$277K | 0.45% | 50 |
|
|
2025
Q1 | $2.58M | Buy |
79,049
+4,769
| +6% | +$156K | 0.49% | 54 |
|
|
2024
Q4 | $2.42M | Buy |
74,280
+14,590
| +24% | +$475K | 0.46% | 59 |
|
|
2024
Q3 | $1.99M | Buy |
59,690
+16,348
| +38% | +$546K | 0.4% | 68 |
|
|
2024
Q2 | $1.42M | Buy |
43,342
+9,870
| +29% | +$324K | 0.34% | 77 |
|
|
2024
Q1 | $1.07M | Sell |
33,472
-24,687
| -42% | -$792K | 0.31% | 78 |
|
|
2023
Q4 | $1.91M | Sell |
58,159
-4,907
| -8% | -$161K | 0.59% | 48 |
|
|
2023
Q3 | $1.96M | Buy |
63,066
+16,638
| +36% | +$517K | 0.61% | 49 |
|
|
2023
Q2 | $1.49M | Buy |
46,428
+8,229
| +22% | +$264K | 0.47% | 55 |
|
|
2023
Q1 | $1.24M | Buy |
38,199
+10,360
| +37% | +$337K | 0.43% | 67 |
|
|
2022
Q4 | $899K | Buy |
27,839
+12,130
| +77% | +$392K | 0.33% | 65 |
|
|
2022
Q3 | $489K | Buy |
+15,709
| New | +$489K | 0.2% | 94 |
|