EP Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
|
|||||
|
2025
Q1 | $4.16M | Buy |
|
|||||
|
2024
Q4 | $3.63M | Buy |
|
|||||
|
2024
Q3 | $3.67M | Buy |
|
|||||
|
2024
Q2 | $3.54M | Sell |
|
|||||
|
2024
Q1 | $4.25M | Sell |
|
|||||
|
2023
Q4 | $4.59M | Buy |
|
|||||
|
2023
Q3 | $159K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $183K | Sell |
|
|||||
|
2022
Q1 | $405K | Sell |
|
|||||
|
2021
Q4 | $436K | Sell |
|
|||||
|
2021
Q3 | $732K | Buy |
|
|||||
|
2021
Q2 | $501K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $307K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $341K | Buy |
|