AWG
Altus Wealth 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 | $782K | Sell |
23,293
-1,214
| -5% | -$40.8K | 0.35% | 57 |
|
|
2025
Q1 | $815K | Sell |
24,507
-1,035
| -4% | -$34.4K | 0.38% | 52 |
|
|
2024
Q4 | $837K | Buy |
25,542
+3,058
| +14% | +$100K | 0.37% | 57 |
|
|
2024
Q3 | $758K | Buy |
22,484
+4,954
| +28% | +$167K | 0.32% | 65 |
|
|
2024
Q2 | $571K | Buy |
17,530
+956
| +6% | +$31.1K | 0.29% | 76 |
|
|
2024
Q1 | $542K | Buy |
+16,574
| New | +$542K | 0.27% | 83 |
|