CFP
Cypress Financial Planning’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 | $332K | Sell |
9,893
-456
| -4% | -$15.3K | 0.11% | 63 |
|
|
2025
Q1 | $344K | Sell |
10,349
-343
| -3% | -$11.4K | 0.12% | 56 |
|
|
2024
Q4 | $350K | Buy |
10,692
+36
| +0.3% | +$1.18K | 0.13% | 54 |
|
|
2024
Q3 | $359K | Sell |
10,656
-2,439
| -19% | -$82.2K | 0.13% | 54 |
|
|
2024
Q2 | $426K | Sell |
13,095
-331
| -2% | -$10.8K | 0.18% | 41 |
|
|
2024
Q1 | $439K | Sell |
13,426
-2,365
| -15% | -$77.3K | 0.2% | 40 |
|
|
2023
Q4 | $515K | Buy |
15,791
+1,837
| +13% | +$59.9K | 0.47% | 20 |
|
|
2023
Q3 | $439K | Buy |
13,954
+1,100
| +9% | +$34.6K | 0.25% | 31 |
|
|
2023
Q2 | $411K | Sell |
12,854
-1,857
| -13% | -$59.4K | 0.23% | 35 |
|
|
2023
Q1 | $479K | Sell |
14,711
-23,357
| -61% | -$761K | 0.29% | 31 |
|
|
2022
Q4 | $1.22M | Buy |
38,068
+21,720
| +133% | +$693K | 0.81% | 17 |
|
|
2022
Q3 | $512K | Sell |
16,348
-126
| -0.8% | -$3.95K | 0.36% | 27 |
|
|
2022
Q2 | $538K | Buy |
+16,474
| New | +$538K | 0.37% | 26 |
|