EP Wealth Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,318	Closed	-$127K	–	869
2023 Q4	$127K	Buy	+4,318	New	+$127K	﹤0.01%	760