BWA
Burt Wealth Advisors’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 | $28M | Buy |
834,673
+9,568
| +1% | +$321K | 6.41% | 5 |
|
|
2025
Q1 | $27.4M | Buy |
825,105
+16,834
| +2% | +$560K | 6.87% | 5 |
|
|
2024
Q4 | $26.5M | Buy |
808,271
+26,383
| +3% | +$864K | 6.72% | 5 |
|
|
2024
Q3 | $26.4M | Buy |
781,888
+25,803
| +3% | +$870K | 6.49% | 6 |
|
|
2024
Q2 | $24.6M | Sell |
756,085
-20,774
| -3% | -$676K | 6.49% | 6 |
|
|
2024
Q1 | $25.4M | Buy |
776,859
+45,990
| +6% | +$1.5M | 6.44% | 6 |
|
|
2023
Q4 | $24M | Buy |
730,869
+31,037
| +4% | +$1.02M | 6.85% | 4 |
|
|
2023
Q3 | $22M | Buy |
699,832
+19,690
| +3% | +$619K | 6.76% | 4 |
|
|
2023
Q2 | $21.8M | Buy |
680,142
+42,908
| +7% | +$1.38M | 6.58% | 5 |
|
|
2023
Q1 | $20.7M | Buy |
+637,234
| New | +$20.7M | 6.43% | 5 |
|