Gentry Private Wealth’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	$6.52M	Sell	194,182 -2,040	-1%	-$68.5K	4.98%	3
2025 Q1	$6.52M	Buy	+196,222	New	+$6.52M	5.37%	3
2024 Q4	–	Sell	-108,572	Closed	-$3.66M	–	72
2024 Q3	$3.66M	Buy	108,572 +7,813	+8%	+$263K	2.99%	5
2024 Q2	$3.28M	Buy	+100,759	New	+$3.28M	2.88%	5