Berger Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
6,728
-207
| -3% | -$6.95K | 0.01% | 381 |
|
2025
Q1 | $231K | Sell |
6,935
-58
| -0.8% | -$1.93K | 0.02% | 380 |
|
2024
Q4 | $229K | Buy |
6,993
+15
| +0.2% | +$491 | 0.02% | 374 |
|
2024
Q3 | $235K | Hold |
6,978
| – | – | 0.02% | 350 |
|
2024
Q2 | $227K | Hold |
6,978
| – | – | 0.02% | 337 |
|
2024
Q1 | $228K | Buy |
+6,978
| New | +$228K | 0.02% | 328 |
|