AWM
Axxcess 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 | $2.52M | Buy |
75,147
+16,080
| +27% | +$540K | 0.06% | 249 |
|
|
2025
Q1 | $1.96M | Sell |
59,067
-33,200
| -36% | -$1.1M | 0.05% | 269 |
|
|
2024
Q4 | $3.02M | Buy |
92,267
+32,131
| +53% | +$1.05M | 0.07% | 197 |
|
|
2024
Q3 | $2.03M | Buy |
60,136
+9,714
| +19% | +$327K | 0.05% | 262 |
|
|
2024
Q2 | $1.64M | Sell |
50,422
-25,137
| -33% | -$818K | 0.04% | 287 |
|
|
2024
Q1 | $2.47M | Buy |
75,559
+4,779
| +7% | +$156K | 0.07% | 218 |
|
|
2023
Q4 | $2.32M | Sell |
70,780
-832
| -1% | -$27.3K | 0.07% | 220 |
|
|
2023
Q3 | $2.25M | Sell |
71,612
-306
| -0.4% | -$9.62K | 0.08% | 189 |
|
|
2023
Q2 | $2.31M | Sell |
71,918
-38,521
| -35% | -$1.24M | 0.17% | 116 |
|
|
2023
Q1 | $3.59M | Sell |
110,439
-216
| -0.2% | -$7.02K | 0.27% | 78 |
|
|
2022
Q4 | $3.52M | Buy |
110,655
+99,649
| +905% | +$3.17M | 0.29% | 75 |
|
|
2022
Q3 | $345K | Buy |
+11,006
| New | +$345K | 0.03% | 375 |
|
|
2022
Q2 | – | Sell |
-46,968
| Closed | -$1.6M | – | 649 |
|
|
2022
Q1 | $1.6M | Buy |
46,968
+4,017
| +9% | +$137K | 0.13% | 134 |
|
|
2021
Q4 | $1.55M | Buy |
+42,951
| New | +$1.55M | 0.11% | 146 |
|