CG
Clifford 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
Q1 | – | Sell |
-72,801
| Closed | -$2.38M | – | 79 |
|
|
2024
Q4 | $2.38M | Buy |
72,801
+6,105
| +9% | +$200K | 1.82% | 13 |
|
|
2024
Q3 | $2.25M | Buy |
66,696
+3,743
| +6% | +$126K | 1.75% | 13 |
|
|
2024
Q2 | $2.05M | Buy |
62,953
+3,129
| +5% | +$102K | 1.65% | 14 |
|
|
2024
Q1 | $1.96M | Buy |
59,824
+15,887
| +36% | +$519K | 1.61% | 12 |
|
|
2023
Q4 | $1.44M | Buy |
43,937
+20,322
| +86% | +$667K | 1.34% | 17 |
|
|
2023
Q3 | $743K | Buy |
+23,615
| New | +$743K | 0.81% | 24 |
|