CFS
Coordinated Financial Services’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 | $987K | Sell |
29,391
-1,005
| -3% | -$33.7K | 0.68% | 45 |
|
2025
Q1 | $1.01M | Buy |
30,396
+1,859
| +7% | +$61.8K | 0.77% | 38 |
|
2024
Q4 | $935K | Buy |
+28,537
| New | +$935K | 0.73% | 40 |
|
2024
Q2 | $548K | Buy |
16,844
+6,965
| +71% | +$227K | 0.47% | 62 |
|
2024
Q1 | $323K | Buy |
+9,879
| New | +$323K | 0.28% | 86 |
|