CWP
Concord Wealth Partners’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 | $27.7M | Buy |
824,404
+59,141
| +8% | +$1.99M | 4.04% | 5 |
|
|
2025
Q1 | $25.4M | Buy |
765,263
+28,691
| +4% | +$954K | 4.18% | 4 |
|
|
2024
Q4 | $24.1M | Buy |
+736,572
| New | +$24.1M | 3.95% | 5 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$329 | – | 1007 |
|
|
2023
Q3 | $329 | Hold |
10
| – | – | ﹤0.01% | 999 |
|
|
2023
Q2 | $332 | Hold |
10
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q1 | $333 | Hold |
10
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $325 | Buy |
+10
| New | +$325 | ﹤0.01% | 1181 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 1002 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1359 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1377 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1343 |
|