Beacon Financial Advisory’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,875
Closed -$329K 235
2020
Q4
$329K Buy
8,875
+298
+3% +$11K 0.21% 137
2020
Q3
$315K Buy
+8,577
New +$315K 0.27% 122