BPWM
Badgley Phelps Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,667
| Closed | -$334K | – | 220 |
|
|
2022
Q3 | $334K | Buy |
10,667
+574
| +6% | +$18K | 0.01% | 161 |
|
|
2022
Q2 | $329K | Sell |
10,093
-1,144,103
| -99% | -$37.3M | 0.01% | 164 |
|
|
2022
Q1 | $39.4M | Buy |
1,154,196
+152,945
| +15% | +$5.22M | 1.37% | 16 |
|
|
2021
Q4 | $36.2M | Buy |
1,001,251
+80,127
| +9% | +$2.9M | 1.18% | 24 |
|
|
2021
Q3 | $33.6M | Buy |
+921,124
| New | +$33.6M | 1.22% | 20 |
|