GWANC
Guardian Wealth Advisors (North Carolina)’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 | $504 | Buy |
15
+4
| +36% | +$134 | ﹤0.01% | 541 |
|
|
2025
Q1 | $366 | Buy |
+11
| New | +$366 | ﹤0.01% | 522 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 393 |
|
|
2022
Q3 | $1K | Sell |
20
-183
| -90% | -$9.15K | ﹤0.01% | 338 |
|
|
2022
Q2 | $7K | Buy |
203
+109
| +116% | +$3.76K | ﹤0.01% | 303 |
|
|
2022
Q1 | $3K | Hold |
94
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 227 |
|