CTWM
Cherry Tree Wealth Management’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 | $22.4M | Sell |
667,254
-19,684
| -3% | -$661K | 5.21% | 1 |
|
|
2025
Q1 | $22.8M | Buy |
686,938
+7,053
| +1% | +$234K | 5.51% | 1 |
|
|
2024
Q4 | $22.3M | Sell |
679,885
-6,635
| -1% | -$217K | 5.51% | 1 |
|
|
2024
Q3 | $23.1M | Sell |
686,520
-7,946
| -1% | -$268K | 5.49% | 1 |
|
|
2024
Q2 | $22.6M | Sell |
694,466
-20,566
| -3% | -$670K | 5.68% | 1 |
|
|
2024
Q1 | $23.4M | Buy |
715,032
+35,058
| +5% | +$1.15M | 5.88% | 1 |
|
|
2023
Q4 | $22.3M | Sell |
679,974
-30,821
| -4% | -$1.01M | 5.96% | 1 |
|
|
2023
Q3 | $22.4M | Buy |
710,795
+166,669
| +31% | +$5.24M | 6.55% | 1 |
|
|
2023
Q2 | $17.5M | Buy |
+544,126
| New | +$17.5M | 5.09% | 2 |
|