AFAS
Acorn Financial Advisory Services’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 | $590K | Buy |
17,561
+1,025
| +6% | +$34.4K | 0.1% | 103 |
|
|
2025
Q1 | $550K | Sell |
16,536
-1,401
| -8% | -$46.6K | 0.1% | 101 |
|
|
2024
Q4 | $588K | Buy |
17,937
+2,085
| +13% | +$68.3K | 0.1% | 100 |
|
|
2024
Q3 | $534K | Buy |
15,852
+50
| +0.3% | +$1.69K | 0.09% | 102 |
|
|
2024
Q2 | $515K | Buy |
15,802
+477
| +3% | +$15.5K | 0.1% | 103 |
|
|
2024
Q1 | $501K | Sell |
15,325
-2,457
| -14% | -$80.3K | 0.09% | 108 |
|
|
2023
Q4 | $584K | Sell |
17,782
-4,385
| -20% | -$144K | 0.1% | 121 |
|
|
2023
Q3 | $697K | Buy |
22,167
+3,569
| +19% | +$112K | 0.12% | 112 |
|
|
2023
Q2 | $597K | Buy |
18,598
+119
| +0.6% | +$3.82K | 0.11% | 118 |
|
|
2023
Q1 | $600K | Sell |
18,479
-444
| -2% | -$14.4K | 0.12% | 109 |
|
|
2022
Q4 | $602K | Buy |
18,923
+3,250
| +21% | +$103K | 0.13% | 108 |
|
|
2022
Q3 | $491K | Buy |
15,673
+89
| +0.6% | +$2.79K | 0.12% | 123 |
|
|
2022
Q2 | $509K | Sell |
15,584
-3,976
| -20% | -$130K | 0.12% | 114 |
|
|
2022
Q1 | $668K | Sell |
19,560
-2,492
| -11% | -$85.1K | 0.13% | 106 |
|
|
2021
Q4 | $797K | Sell |
22,052
-339
| -2% | -$12.3K | 0.16% | 92 |
|
|
2021
Q3 | $818K | Buy |
22,391
+5,383
| +32% | +$197K | 0.25% | 89 |
|
|
2021
Q2 | $624K | Buy |
17,008
+290
| +2% | +$10.6K | 0.18% | 125 |
|
|
2021
Q1 | $606K | Sell |
16,718
-404
| -2% | -$14.6K | 0.22% | 107 |
|
|
2020
Q4 | $637K | Buy |
17,122
+946
| +6% | +$35.2K | 0.25% | 103 |
|
|
2020
Q3 | $595K | Buy |
16,176
+1,425
| +10% | +$52.4K | 0.31% | 94 |
|
|
2020
Q2 | $539K | Buy |
14,751
+71
| +0.5% | +$2.59K | 0.38% | 95 |
|
|
2020
Q1 | $499K | Buy |
14,680
+2,460
| +20% | +$83.6K | 0.49% | 71 |
|
|
2019
Q4 | $432K | Buy |
+12,220
| New | +$432K | 0.36% | 95 |
|