EPG Wealth Management’s State Street 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 Q4	–	Sell	-113	Closed	-$3.84K	–	329
2025 Q3	$3.84K	Buy	113 +1	+0.9%	+$34	﹤0.01%	301
2025 Q2	$3.77K	Sell	112 -14	-11%	-$464	﹤0.01%	297
2025 Q1	$4.18K	Sell	126 -19	-13%	-$626	﹤0.01%	397
2024 Q4	$4.75K	Buy	145 +2	+1%	+$66	﹤0.01%	400
2024 Q3	$4.82K	Buy	+143	New	+$4.75K	﹤0.01%	396
2024 Q2	–	Sell	-140	Closed	-$4.54K	–	418
2024 Q1	$4.57K	Buy	140 +1	+0.7%	+$33	﹤0.01%	414
2023 Q4	$4.51K	Buy	139 +2	+1%	+$64	﹤0.01%	397
2023 Q3	$4.3K	Buy	137 +2	+1%	+$64	﹤0.01%	393
2023 Q2	$4.35K	Buy	135 +1	+0.7%	+$32	﹤0.01%	384
2023 Q1	$4.36K	Buy	134 +1	+0.8%	+$32	﹤0.01%	392
2022 Q4	$4.25K	Buy	133 +1	+0.8%	+$32	﹤0.01%	356
2022 Q3	$4K	Buy	+132	New	+$4.3K	﹤0.01%	362
2022 Q2	–	Sell	-130	Closed	-$4K	–	375
2022 Q1	$4K	Hold	130	–	–	﹤0.01%	375
2021 Q4	$5K	Buy	130 +1	+0.8%	+$36	﹤0.01%	377
2021 Q3	$5K	Buy	+129	New	+$4.74K	﹤0.01%	352
2020 Q2	–	Sell	-230	Closed	-$8K	–	670
2020 Q1	$8K	Sell	230 -326	-59%	-$11.4K	0.01%	523
2019 Q4	$20K	Buy	+556	New	+$19.6K	0.01%	353