Caldwell Trust’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Caldwell Trust’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$83.6K	Sell	2,491 -1,598
2025 Q1	$136K	Sell	4,089 -969
2024 Q4	$166K	Sell	5,058 -1,282
2024 Q3	$214K	Hold	6,340
2024 Q2	$206K	Buy	+6,340