BW
BIP Wealth’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
705,043
+126,073
| +22% | +$3.81M | 1.31% | 11 |
|
|
2025
Q1 | $17.4M | Buy |
578,970
+26,438
| +5% | +$796K | 1.14% | 14 |
|
|
2024
Q4 | $16.5M | Buy |
552,532
+9,233
| +2% | +$276K | 1.1% | 13 |
|
|
2024
Q3 | $16.5M | Buy |
543,299
+46,944
| +9% | +$1.42M | 1.12% | 13 |
|
|
2024
Q2 | $14.7M | Sell |
496,355
-132,847
| -21% | -$3.95M | 1.21% | 12 |
|
|
2024
Q1 | $18.7M | Sell |
629,202
-58,427
| -8% | -$1.74M | 1.37% | 11 |
|
|
2023
Q4 | $20.5M | Sell |
687,629
-74,012
| -10% | -$2.2M | 1.61% | 10 |
|
|
2023
Q3 | $22.3M | Sell |
761,641
-75,109
| -9% | -$2.2M | 2.05% | 9 |
|
|
2023
Q2 | $24.6M | Buy |
836,750
+51,638
| +7% | +$1.52M | 2.02% | 9 |
|
|
2023
Q1 | $23.2M | Buy |
+785,112
| New | +$23.2M | 2.55% | 8 |
|