Cornerstone Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.7M Buy
469,532
+78,948
+20% +$2.67M 0.79% 22
2025
Q4
$13.2M Buy
390,584
+56,265
+17% +$1.91M 0.69% 26
2025
Q3
$11.3M Buy
334,319
+18,148
+6% +$611K 0.63% 30
2025
Q2
$10.6M Buy
316,171
+35,742
+13% +$1.18M 0.64% 29
2025
Q1
$9.32M Buy
280,429
+19,795
+8% +$653K 0.63% 33
2024
Q4
$8.54M Buy
260,634
+47,250
+22% +$1.56M 0.58% 36
2024
Q3
$7.19M Buy
213,384
+17,574
+9% +$584K 0.51% 48
2024
Q2
$6.38M Buy
195,810
+19,653
+11% +$637K 0.49% 47
2024
Q1
$5.76M Buy
176,157
+14,817
+9% +$483K 0.47% 49
2023
Q4
$5.3M Buy
161,340
+21,822
+16% +$693K 0.46% 52
2023
Q3
$4.39M Buy
139,518
+13,610
+11% +$433K 0.41% 54
2023
Q2
$4.04M Buy
125,908
+28,865
+30% +$932K 0.36% 58
2023
Q1
$3.15M Buy
+97,043
New +$3.13M 0.31% 73
2022
Q3
$3.19M Buy
101,850
+18,751
+23% +$611K 0.36% 67
2022
Q2
$2.71M Buy
83,099
+8,836
+12% +$292K 0.3% 73
2022
Q1
$2.54M Sell
74,263
-12,055
-14% -$422K 0.25% 82
2021
Q4
$3.12M Buy
86,318
+14,341
+20% +$520K 0.3% 79
2021
Q3
$2.63M Buy
71,977
+10,564
+17% +$388K 0.28% 81
2021
Q2
$2.25M Buy
61,413
+9,839
+19% +$359K 0.24% 96
2021
Q1
$1.87M Buy
51,574
+27,737
+116% +$1.02M 0.22% 102
2020
Q4
$886K Buy
23,837
+8,473
+55% +$313K 0.11% 171
2020
Q3
$565K Buy
15,364
+6,409
+72% +$236K 0.08% 204
2020
Q2
$327K Buy
+8,955
New +$319K 0.05% 270
2019
Q4
Sell
-6,655
Closed -$235K 368
2019
Q3
$235K Sell
6,655
-2,102
-24% -$73.7K 0.04% 303
2019
Q2
$307K Sell
8,757
-44
-0.5% -$1.51K 0.06% 275
2019
Q1
$303K Sell
8,801
-76
-0.9% -$2.55K 0.04% 388
2018
Q4
$293K Sell
8,877
-953
-10% -$31.4K 0.06% 263
2018
Q3
$285K Sell
9,830
-5,627
-36% -$187K ﹤0.01% 1089
2018
Q2
$466K Buy
+15,457
New +$514K 0.01% 1040

Other funds holding SPIB