C1AG
Client 1st Advisory Group’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 | $201K | Sell |
5,981
-551
| -8% | -$18.5K | 0.07% | 127 |
|
|
2025
Q1 | $217K | Sell |
6,532
-4,021
| -38% | -$134K | 0.08% | 122 |
|
|
2024
Q4 | $346K | Buy |
10,553
+4,021
| +62% | +$132K | 0.13% | 85 |
|
|
2024
Q3 | $220K | Hold |
6,532
| – | – | 0.09% | 116 |
|
|
2024
Q2 | $213K | Sell |
6,532
-975
| -13% | -$31.7K | 0.09% | 110 |
|
|
2024
Q1 | $245K | Sell |
7,507
-904
| -11% | -$29.6K | 0.11% | 101 |
|
|
2023
Q4 | $276K | Sell |
8,411
-401
| -5% | -$13.2K | 0.13% | 84 |
|
|
2023
Q3 | $277K | Sell |
8,812
-5,931
| -40% | -$187K | 0.15% | 81 |
|
|
2023
Q2 | $473K | Sell |
14,743
-1,778
| -11% | -$57.1K | 0.25% | 53 |
|
|
2023
Q1 | $537K | Sell |
16,521
-431
| -3% | -$14K | 0.29% | 46 |
|
|
2022
Q4 | $540K | Sell |
16,952
-4,750
| -22% | -$151K | 0.32% | 44 |
|
|
2022
Q3 | $680K | Sell |
21,702
-414
| -2% | -$13K | 0.42% | 31 |
|
|
2022
Q2 | $722K | Sell |
22,116
-14,351
| -39% | -$469K | 0.43% | 30 |
|
|
2022
Q1 | $1.25M | Sell |
36,467
-2,366
| -6% | -$80.8K | 0.61% | 25 |
|
|
2021
Q4 | $1.4M | Sell |
38,833
-8,275
| -18% | -$299K | 0.69% | 24 |
|
|
2021
Q3 | $1.72M | Sell |
47,108
-21,378
| -31% | -$781K | 0.88% | 22 |
|
|
2021
Q2 | $2.51M | Sell |
68,486
-120,343
| -64% | -$4.42M | 1.3% | 20 |
|
|
2021
Q1 | $6.85M | Sell |
188,829
-55,052
| -23% | -$2M | 3.92% | 8 |
|
|
2020
Q4 | $9.02M | Buy |
243,881
+2,322
| +1% | +$85.9K | 5.86% | 6 |
|
|
2020
Q3 | $8.88M | Buy |
241,559
+41,874
| +21% | +$1.54M | 6.22% | 5 |
|
|
2020
Q2 | $7.35M | Buy |
199,685
+54,104
| +37% | +$1.99M | 6.09% | 4 |
|
|
2020
Q1 | $4.95M | Buy |
145,581
+23,132
| +19% | +$787K | 5.22% | 6 |
|
|
2019
Q4 | $4.32M | Buy |
+122,449
| New | +$4.32M | 4.26% | 6 |
|