Forbes Financial Planning’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Sell |
214,712
-5,456
| -2% | -$183K | 4.87% | 10 |
|
|
2025
Q1 | $7.32M | Sell |
220,168
-6,214
| -3% | -$207K | 5.42% | 8 |
|
|
2024
Q4 | $7.42M | Buy |
226,382
+24,079
| +12% | +$789K | 3.59% | 9 |
|
|
2024
Q3 | $6.82M | Buy |
202,303
+5,481
| +3% | +$185K | 4.91% | 10 |
|
|
2024
Q2 | $6.41M | Buy |
196,822
+18,363
| +10% | +$598K | 5.03% | 10 |
|
|
2024
Q1 | $5.83M | Buy |
178,459
+14,116
| +9% | +$461K | 5.02% | 9 |
|
|
2023
Q4 | $5.4M | Buy |
164,343
+23,524
| +17% | +$772K | 5.02% | 9 |
|
|
2023
Q3 | $4.43M | Buy |
140,819
+7,721
| +6% | +$243K | 4.75% | 9 |
|
|
2023
Q2 | $4.27M | Sell |
133,098
-113
| -0.1% | -$3.63K | 4.12% | 12 |
|
|
2023
Q1 | $4.33M | Buy |
+133,211
| New | +$4.33M | 4.26% | 11 |
|