CWM
Collaborative 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 | $1.12M | Buy |
33,214
+1,891
| +6% | +$63.5K | 0.49% | 44 |
|
|
2025
Q1 | $1.04M | Sell |
31,323
-587
| -2% | -$19.5K | 0.49% | 46 |
|
|
2024
Q4 | $1.05M | Buy |
31,910
+2,028
| +7% | +$66.4K | 0.47% | 47 |
|
|
2024
Q3 | $1.01M | Buy |
29,882
+1,708
| +6% | +$57.6K | 0.46% | 48 |
|
|
2024
Q2 | $917K | Buy |
28,174
+62
| +0.2% | +$2.02K | 0.45% | 51 |
|
|
2024
Q1 | $919K | Buy |
28,112
+1,060
| +4% | +$34.7K | 0.46% | 52 |
|
|
2023
Q4 | $888K | Buy |
27,052
+802
| +3% | +$26.3K | 0.48% | 53 |
|
|
2023
Q3 | $826K | Sell |
26,250
-665
| -2% | -$20.9K | 0.49% | 49 |
|
|
2023
Q2 | $864K | Buy |
26,915
+1,452
| +6% | +$46.6K | 0.51% | 47 |
|
|
2023
Q1 | $827K | Buy |
25,463
+2,840
| +13% | +$92.3K | 0.52% | 49 |
|
|
2022
Q4 | $720K | Sell |
22,623
-22
| -0.1% | -$700 | 0.47% | 65 |
|
|
2022
Q3 | $709K | Sell |
22,645
-1,967
| -8% | -$61.6K | 0.5% | 61 |
|
|
2022
Q2 | $803K | Buy |
+24,612
| New | +$803K | 0.53% | 60 |
|
|
2021
Q4 | $931K | Buy |
+25,751
| New | +$931K | 0.51% | 60 |
|
|
2021
Q1 | $913K | Buy |
+26,728
| New | +$913K | 0.53% | 57 |
|