Castleview Partners’s State Street 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 Q1	–	Sell	-4,172	Closed	-$137K	–	503
2024 Q4	$137K	Buy	4,172 +3,455	+482%	+$114K	0.07%	226
2024 Q3	$24.2K	Hold	717	–	–	0.01%	420
2024 Q2	$23.3K	Hold	717	–	–	0.01%	419
2024 Q1	$23.4K	Hold	717	–	–	0.01%	447
2023 Q4	$23.5K	Hold	717	–	–	0.02%	412
2023 Q3	$22.6K	Hold	717	–	–	0.02%	345
2023 Q2	$23K	Hold	717	–	–	0.02%	342
2023 Q1	$23.3K	Hold	717	–	–	0.02%	327
2022 Q4	$22.8K	Hold	717	–	–	0.02%	286
2022 Q3	$22K	Sell	717 -7,733	-92%	-$252K	0.02%	314
2022 Q2	$173K	Buy	8,450 +7,733	+1,079%	+$256K	0.14%	158
2022 Q1	$24K	Buy	+717	New	+$25.1K	0.01%	412
2021 Q2	$18K	Buy	+498	New	+$18.2K	0.01%	576