AWMG
Alliance Wealth Management Group’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 | $4.27M | Buy |
127,121
+5,395
| +4% | +$181K | 1.09% | 28 |
|
|
2025
Q1 | $4.05M | Buy |
121,726
+9,911
| +9% | +$329K | 1.09% | 29 |
|
|
2024
Q4 | $3.66M | Buy |
111,815
+7,435
| +7% | +$244K | 0.98% | 29 |
|
|
2024
Q3 | $3.52M | Buy |
104,380
+9,295
| +10% | +$313K | 0.94% | 30 |
|
|
2024
Q2 | $3.1M | Buy |
95,085
+2,949
| +3% | +$96K | 0.88% | 30 |
|
|
2024
Q1 | $3.01M | Buy |
92,136
+2,485
| +3% | +$81.2K | 0.88% | 30 |
|
|
2023
Q4 | $2.94M | Buy |
+89,651
| New | +$2.94M | 0.92% | 30 |
|
|
2023
Q2 | $2.63M | Buy |
82,042
+2,469
| +3% | +$79.3K | 0.86% | 30 |
|
|
2023
Q1 | $2.59M | Sell |
79,573
-10,705
| -12% | -$348K | 0.88% | 30 |
|
|
2022
Q4 | $2.87M | Buy |
90,278
+4,628
| +5% | +$147K | 1.05% | 26 |
|
|
2022
Q3 | $2.68M | Sell |
85,650
-5,941
| -6% | -$186K | 1.04% | 26 |
|
|
2022
Q2 | $2.99M | Buy |
91,591
+1,087
| +1% | +$35.5K | 1.1% | 25 |
|
|
2022
Q1 | $3.09M | Buy |
90,504
+2,354
| +3% | +$80.4K | 1.01% | 25 |
|
|
2021
Q4 | $3.19M | Sell |
88,150
-1,798
| -2% | -$65K | 0.99% | 24 |
|
|
2021
Q3 | $3.29M | Buy |
89,948
+2,412
| +3% | +$88.1K | 1.07% | 23 |
|
|
2021
Q2 | $3.21M | Buy |
87,536
+2,846
| +3% | +$104K | 1.07% | 23 |
|
|
2021
Q1 | $3.07M | Buy |
84,690
+4,367
| +5% | +$158K | 1.16% | 20 |
|
|
2020
Q4 | $2.99M | Sell |
80,323
-576
| -0.7% | -$21.4K | 1.18% | 20 |
|
|
2020
Q3 | $2.97M | Buy |
80,899
+2,399
| +3% | +$88.2K | 1.28% | 20 |
|
|
2020
Q2 | $2.87M | Buy |
78,500
+12,589
| +19% | +$460K | 1.31% | 19 |
|
|
2020
Q1 | $2.24M | Buy |
65,911
+2,892
| +5% | +$98.4K | 1.2% | 21 |
|
|
2019
Q4 | $2.23M | Buy |
63,019
+547
| +0.9% | +$19.3K | 0.99% | 21 |
|
|
2019
Q3 | $2.2M | Buy |
62,472
+2,599
| +4% | +$91.7K | 1.06% | 21 |
|
|
2019
Q2 | $2.09M | Buy |
59,873
+1,450
| +2% | +$50.6K | 1.02% | 22 |
|
|
2019
Q1 | $2M | Buy |
58,423
+2,873
| +5% | +$98.2K | 1.06% | 21 |
|
|
2018
Q4 | $1.84M | Sell |
55,550
-444
| -0.8% | -$14.7K | 1.1% | 22 |
|
|
2018
Q3 | $1.87M | Buy |
55,994
+106
| +0.2% | +$3.53K | 1.02% | 21 |
|
|
2018
Q2 | $1.86M | Buy |
55,888
+1,274
| +2% | +$42.4K | 1.08% | 23 |
|
|
2018
Q1 | $1.83M | Buy |
54,614
+9,599
| +21% | +$322K | 0.86% | 26 |
|
|
2017
Q4 | $1.54M | Buy |
+45,015
| New | +$1.54M | 0.76% | 28 |
|