Cyndeo Wealth Partners’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,209	Closed	-$236K	–	475
2024 Q4	$236K	Sell	7,209 -2,092	-22%	-$68.5K	0.02%	406
2024 Q3	$314K	Sell	9,301 -32,527	-78%	-$1.1M	0.02%	358
2024 Q2	$1.36M	Buy	+41,828	New	+$1.36M	0.11%	188