FMWA
Forvis Mazars Wealth Advisors’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 |
-7,014
| Closed | -$233K | – | 407 |
|
|
2025
Q1 | $233K | Buy |
+7,014
| New | +$233K | 0.01% | 372 |
|
|
2024
Q4 | – | Sell |
-15,245
| Closed | -$514K | – | 430 |
|
|
2024
Q3 | $514K | Sell |
15,245
-77
| -0.5% | -$2.6K | 0.01% | 313 |
|
|
2024
Q2 | $499K | Sell |
15,322
-577
| -4% | -$18.8K | 0.01% | 292 |
|
|
2024
Q1 | $520K | Hold |
15,899
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $522K | Hold |
15,899
| – | – | 0.01% | 275 |
|
|
2023
Q3 | $500K | Sell |
15,899
-2,778
| -15% | -$87.4K | 0.02% | 274 |
|
|
2023
Q2 | $600K | Sell |
18,677
-600
| -3% | -$19.3K | 0.02% | 265 |
|
|
2023
Q1 | $626K | Sell |
19,277
-805
| -4% | -$26.2K | 0.02% | 238 |
|
|
2022
Q4 | $639K | Sell |
20,082
-1,530
| -7% | -$48.7K | 0.02% | 231 |
|
|
2022
Q3 | $677K | Sell |
21,612
-4,084
| -16% | -$128K | 0.03% | 232 |
|
|
2022
Q2 | $838K | Buy |
+25,696
| New | +$838K | 0.03% | 202 |
|