FWM
Fonville Wealth Management’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 | – | Sell |
-6,580
| Closed | -$219K | – | 128 |
|
|
2025
Q1 | $219K | Hold |
6,580
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $216K | Sell |
6,580
-30
| -0.5% | -$983 | 0.07% | 102 |
|
|
2024
Q3 | $223K | Hold |
6,610
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $215K | Hold |
6,610
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $216K | Hold |
6,610
| – | – | 0.1% | 91 |
|
|
2023
Q4 | $217K | Buy |
+6,610
| New | +$217K | 0.12% | 79 |
|