BCWM
Bartlett & Co 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 | $5.76M | Sell |
171,550
-3,445
| -2% | -$116K | 0.08% | 131 |
|
|
2025
Q1 | $5.82M | Buy |
174,995
+2,275
| +1% | +$75.6K | 0.09% | 130 |
|
|
2024
Q4 | $5.66M | Buy |
172,720
+10,485
| +6% | +$343K | 0.08% | 129 |
|
|
2024
Q3 | $5.47M | Sell |
162,235
-1,057
| -0.6% | -$35.6K | 0.08% | 132 |
|
|
2024
Q2 | $5.32M | Sell |
163,292
-3,532
| -2% | -$115K | 0.08% | 132 |
|
|
2024
Q1 | $5.45M | Sell |
166,824
-265
| -0.2% | -$8.66K | 0.08% | 136 |
|
|
2023
Q4 | $5.49M | Buy |
167,089
+1,820
| +1% | +$59.8K | 0.09% | 132 |
|
|
2023
Q3 | $5.2M | Buy |
165,269
+1,928
| +1% | +$60.6K | 0.09% | 130 |
|
|
2023
Q2 | $5.24M | Buy |
163,341
+65
| +0% | +$2.09K | 0.09% | 132 |
|
|
2023
Q1 | $5.3M | Sell |
163,276
-4,043
| -2% | -$131K | 0.1% | 123 |
|
|
2022
Q4 | $5.33M | Buy |
167,319
+166,845
| +35,199% | +$5.31M | 0.11% | 126 |
|
|
2022
Q3 | $14.8K | Sell |
474
-1,242
| -72% | -$38.9K | ﹤0.01% | 755 |
|
|
2022
Q2 | $56K | Buy |
1,716
+1,242
| +262% | +$40.5K | ﹤0.01% | 555 |
|
|
2022
Q1 | $16.2K | Buy |
+474
| New | +$16.2K | ﹤0.01% | 756 |
|
|
2021
Q4 | – | Sell |
-474
| Closed | -$17.3K | – | 811 |
|
|
2021
Q3 | $17.3K | Sell |
474
-1,366
| -74% | -$49.9K | ﹤0.01% | 651 |
|
|
2021
Q2 | $67.5K | Hold |
1,840
| – | – | ﹤0.01% | 463 |
|
|
2021
Q1 | $66.7K | Hold |
1,840
| – | – | ﹤0.01% | 487 |
|
|
2020
Q4 | $68.4K | Sell |
1,840
-900
| -33% | -$33.5K | ﹤0.01% | 483 |
|
|
2020
Q3 | $101K | Buy |
2,740
+1,366
| +99% | +$50.2K | ﹤0.01% | 383 |
|
|
2020
Q2 | $50.2K | Hold |
1,374
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $46.7K | Buy |
1,374
+474
| +53% | +$16.1K | ﹤0.01% | 478 |
|
|
2019
Q4 | $31.8K | Sell |
900
-1,603
| -64% | -$56.6K | ﹤0.01% | 597 |
|
|
2019
Q3 | $88.3K | Hold |
2,503
| – | – | ﹤0.01% | 407 |
|
|
2019
Q2 | $87.4K | Buy |
2,503
+1,603
| +178% | +$56K | ﹤0.01% | 342 |
|
|
2019
Q1 | $30.8K | Hold |
900
| – | – | ﹤0.01% | 482 |
|
|
2018
Q4 | $29.7K | Hold |
900
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $30K | Hold |
900
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $30K | Hold |
900
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $30.2K | Buy |
+900
| New | +$30.2K | ﹤0.01% | 480 |
|