Clear Creek Financial Management’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
2026 Q1	$2.6M	Buy	77,565 +23,950	+45%	+$809K	0.2%	112
2025 Q4	$1.81M	Buy	53,615 +2,823	+6%	+$95.6K	0.15%	147
2025 Q3	$1.72M	Buy	50,792 +6,011	+13%	+$202K	0.15%	141
2025 Q2	$1.5M	Sell	44,781 -39,772	-47%	-$1.32M	0.14%	160
2025 Q1	$2.81M	Buy	84,553 +20,683	+32%	+$682K	0.29%	73
2024 Q4	$2.09M	Sell	63,870 -10,409	-14%	-$345K	0.23%	101
2024 Q3	$2.5M	Buy	74,279 +10,790	+17%	+$359K	0.28%	82
2024 Q2	$2.07M	Buy	63,489 +6,107	+11%	+$198K	0.25%	84
2024 Q1	$1.88M	Buy	57,382 +14,032	+32%	+$458K	0.24%	86
2023 Q4	$1.42M	Sell	43,350 -47,290	-52%	-$1.5M	0.23%	82
2023 Q3	$2.85M	Sell	90,640 -5,320	-6%	-$169K	0.5%	44
2023 Q2	$3.08M	Sell	95,960 -46,289	-33%	-$1.49M	0.53%	43
2023 Q1	$4.62M	Buy	142,249 +9,843	+7%	+$317K	0.88%	26
2022 Q4	$4.21M	Sell	132,406 -59,620	-31%	-$1.89M	0.93%	25
2022 Q3	$6.01M	Sell	192,026 -4,331	-2%	-$141K	1.33%	15
2022 Q2	$6.41M	Sell	196,357 -37,149	-16%	-$1.23M	1.34%	17
2022 Q1	$7.97M	Buy	233,506 +103,357	+79%	+$3.62M	1.25%	17
2021 Q4	$4.71M	Buy	130,149 +58,774	+82%	+$2.13M	0.71%	32
2021 Q3	$2.61M	Sell	71,375 -7,574	-10%	-$278K	0.42%	69
2021 Q2	$2.9M	Buy	78,949 +34,048	+76%	+$1.24M	0.45%	69
2021 Q1	$1.63M	Sell	44,901 -53,533	-54%	-$1.96M	3.27%	11
2020 Q4	$3.66M	Buy	+98,434	New	+$3.63M	0.71%	34
2020 Q3	–	Sell	-298,525	Closed	-$10.9M	–	237
2020 Q2	$10.9M	Buy	+298,525	New	+$10.6M	2.82%	7