Forza Wealth Management’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
$622K Hold
18,510
0.25% 92
2025
Q1
$615K Hold
18,510
0.28% 89
2024
Q4
$606K Hold
18,510
0.28% 90
2024
Q3
$624K Hold
18,510
0.29% 92
2024
Q2
$603K Hold
18,510
0.31% 88
2024
Q1
$605K Hold
18,510
0.31% 87
2023
Q4
$608K Sell
18,510
-5,000
-21% -$164K 0.34% 83
2023
Q3
$739K Sell
23,510
-15,060
-39% -$474K 0.38% 80
2023
Q2
$1.24M Hold
38,570
0.62% 52
2023
Q1
$1.25M Hold
38,570
0.65% 48
2022
Q4
$1.23M Buy
+38,570
New +$1.23M 0.81% 38