FSB Premier 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 | $526K | Sell |
15,661
-10,575
| -40% | -$355K | 0.19% | 125 |
|
|
2025
Q1 | $872K | Sell |
26,236
-5,973
| -19% | -$199K | 0.34% | 84 |
|
|
2024
Q4 | $1.06M | Sell |
32,209
-4,670
| -13% | -$153K | 0.42% | 61 |
|
|
2024
Q3 | $1.24M | Sell |
36,879
-27,390
| -43% | -$923K | 0.51% | 49 |
|
|
2024
Q2 | $2.09M | Sell |
64,269
-20,759
| -24% | -$676K | 0.94% | 30 |
|
|
2024
Q1 | $2.78M | Sell |
85,028
-7,655
| -8% | -$250K | 1.29% | 19 |
|
|
2023
Q4 | $3.04M | Sell |
92,683
-5,497
| -6% | -$180K | 1.52% | 16 |
|
|
2023
Q3 | $3.09M | Buy |
98,180
+132
| +0.1% | +$4.15K | 1.72% | 16 |
|
|
2023
Q2 | $3.15M | Sell |
98,048
-8,992
| -8% | -$289K | 1.71% | 16 |
|
|
2023
Q1 | $3.48M | Buy |
107,040
+2
| +0% | +$65 | 1.93% | 15 |
|
|
2022
Q4 | $3.41M | Sell |
107,038
-1,949
| -2% | -$62K | 1.87% | 14 |
|
|
2022
Q3 | $3.41M | Buy |
108,987
+1,439
| +1% | +$45.1K | 2% | 13 |
|
|
2022
Q2 | $3.51M | Sell |
107,548
-2,936
| -3% | -$95.8K | 1.95% | 13 |
|
|
2022
Q1 | $3.67M | Sell |
110,484
-8,216
| -7% | -$273K | 1.84% | 15 |
|
|
2021
Q4 | $4.29M | Sell |
118,700
-9,303
| -7% | -$336K | 1.79% | 14 |
|
|
2021
Q3 | $4.67M | Sell |
128,003
-747
| -0.6% | -$27.3K | 2.34% | 14 |
|
|
2021
Q2 | $4.73M | Buy |
128,750
+5,558
| +5% | +$204K | 2.42% | 14 |
|
|
2021
Q1 | $4.47M | Sell |
123,192
-13,342
| -10% | -$484K | 2.41% | 14 |
|
|
2020
Q4 | $5.08M | Buy |
+136,534
| New | +$5.08M | 2.72% | 11 |
|