Golden State 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
$1.94M Buy
57,722
+2,361
+4% +$79.3K 0.24% 79
2025
Q1
$1.84M Buy
55,361
+5,904
+12% +$196K 0.27% 74
2024
Q4
$1.62M Buy
+49,457
New +$1.62M 0.24% 79
2020
Q4
Sell
-2,105
Closed -$77K 398
2020
Q3
$77K Buy
+2,105
New +$77K 0.03% 291
2020
Q2
Sell
-2,221
Closed -$76K 781
2020
Q1
$76K Buy
+2,221
New +$76K 0.03% 291
2019
Q4
Sell
-2,235
Closed -$79K 783
2019
Q3
$79K Buy
2,235
+135
+6% +$4.77K 0.03% 347
2019
Q2
$73K Buy
2,100
+1,398
+199% +$48.6K 0.02% 386
2019
Q1
$24K Buy
+702
New +$24K 0.01% 583