Carson Wealth (CWM LLC)’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $13.7M | Sell |
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|
2025
Q1 | $43.2M | Buy |
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|
2024
Q4 | $39.3M | Buy |
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|
2024
Q3 | $39.9M | Sell |
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|
2024
Q2 | $46.7M | Sell |
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|
2024
Q1 | $47.1M | Buy |
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|
2023
Q4 | $46M | Buy |
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|
2023
Q3 | $28.5M | Buy |
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|
2023
Q2 | $26M | Buy |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $522K | Hold |
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|
2020
Q4 | $522K | Hold |
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|
2020
Q3 | $522K | Hold |
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|
2020
Q2 | $522K | Hold |
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|
2020
Q1 | $522K | Hold |
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|
2019
Q4 | $522K | Hold |
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|
2019
Q3 | $522K | Hold |
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|
2019
Q2 | $522K | Hold |
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|
2019
Q1 | $522K | Buy |
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|
2018
Q4 | $61K | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $50K | Sell |
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|
2017
Q2 | $2.35M | Buy |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $2.28M | Buy |
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|
2016
Q3 | $33K | Sell |
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|
2016
Q2 | $63K | Sell |
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|
2016
Q1 | $8.52M | Buy |
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|
2015
Q4 | $1.67M | Buy |
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