GA
GoalVest Advisory’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 | $17.6M | Buy |
524,943
+54,845
| +12% | +$1.84M | 4.36% | 3 |
|
|
2025
Q1 | $15.6M | Buy |
470,098
+27,694
| +6% | +$921K | 4.3% | 3 |
|
|
2024
Q4 | $14.5M | Buy |
442,404
+188,239
| +74% | +$6.17M | 3.97% | 3 |
|
|
2024
Q3 | $8.57M | Buy |
254,165
+23,483
| +10% | +$792K | 2.46% | 6 |
|
|
2024
Q2 | $7.51M | Buy |
230,682
+72,140
| +46% | +$2.35M | 2.4% | 5 |
|
|
2024
Q1 | $5.18M | Sell |
158,542
-62,546
| -28% | -$2.04M | 1.73% | 7 |
|
|
2023
Q4 | $7.26M | Buy |
221,088
+145,371
| +192% | +$4.77M | 3.19% | 6 |
|
|
2023
Q3 | $2.38M | Buy |
+75,717
| New | +$2.38M | 1.19% | 10 |
|