AWA
Acorn Wealth Advisors’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 | $418K | Sell |
12,440
-2,831
| -19% | -$95.1K | 0.16% | 132 |
|
|
2025
Q1 | $508K | Sell |
15,271
-928
| -6% | -$30.8K | 0.21% | 102 |
|
|
2024
Q4 | $531K | Buy |
16,199
+739
| +5% | +$24.2K | 0.22% | 97 |
|
|
2024
Q3 | $521K | Buy |
15,460
+1,289
| +9% | +$43.5K | 0.22% | 87 |
|
|
2024
Q2 | $461K | Buy |
14,171
+18
| +0.1% | +$586 | 0.23% | 85 |
|
|
2024
Q1 | $463K | Sell |
14,153
-214
| -1% | -$7K | 0.24% | 87 |
|
|
2023
Q4 | $472K | Buy |
14,367
+26
| +0.2% | +$854 | 0.28% | 78 |
|
|
2023
Q3 | $451K | Buy |
14,341
+1,660
| +13% | +$52.2K | 0.3% | 78 |
|
|
2023
Q2 | $407K | Buy |
12,681
+810
| +7% | +$26K | 0.28% | 88 |
|
|
2023
Q1 | $386K | Sell |
11,871
-91
| -0.8% | -$2.96K | 0.28% | 89 |
|
|
2022
Q4 | $381K | Sell |
11,962
-52
| -0.4% | -$1.66K | 0.29% | 81 |
|
|
2022
Q3 | $376K | Sell |
12,014
-171
| -1% | -$5.35K | 0.31% | 84 |
|
|
2022
Q2 | $398K | Buy |
12,185
+1,299
| +12% | +$42.4K | 0.31% | 84 |
|
|
2022
Q1 | $372K | Sell |
10,886
-33
| -0.3% | -$1.13K | 0.26% | 101 |
|
|
2021
Q4 | $395K | Buy |
10,919
+8
| +0.1% | +$289 | 0.25% | 97 |
|
|
2021
Q3 | $398K | Buy |
10,911
+145
| +1% | +$5.29K | 0.28% | 91 |
|
|
2021
Q2 | $395K | Buy |
10,766
+10
| +0.1% | +$367 | 0.27% | 87 |
|
|
2021
Q1 | $390K | Buy |
10,756
+2,441
| +29% | +$88.5K | 0.28% | 86 |
|
|
2020
Q4 | $309K | Buy |
+8,315
| New | +$309K | 0.24% | 104 |
|
|
2018
Q3 | – | Sell |
-2,900
| Closed | -$96K | – | 394 |
|
|
2018
Q2 | $96K | Buy |
2,900
+11
| +0.4% | +$364 | 0.08% | 185 |
|
|
2018
Q1 | $96K | Buy |
2,889
+127
| +5% | +$4.22K | 0.08% | 183 |
|
|
2017
Q4 | $94K | Buy |
+2,762
| New | +$94K | 0.09% | 177 |
|