BWP
Balboa Wealth Partners’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 | $868K | Buy |
25,857
+2,195
| +9% | +$73.7K | 0.17% | 104 |
|
|
2025
Q1 | $787K | Sell |
23,662
-3,662
| -13% | -$122K | 0.19% | 92 |
|
|
2024
Q4 | $895K | Buy |
27,324
+13,098
| +92% | +$429K | 0.2% | 88 |
|
|
2024
Q3 | $480K | Buy |
14,226
+1,137
| +9% | +$38.3K | 0.12% | 147 |
|
|
2024
Q2 | $426K | Buy |
+13,089
| New | +$426K | 0.11% | 149 |
|