EP Wealth Advisors’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
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2025
Q1 | $111K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $302K | Buy |
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