Howe & Rusling’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 | $168 | Sell |
5
-909
| -99% | -$30.5K | ﹤0.01% | 466 |
|
|
2025
Q1 | $30.4K | Buy |
914
+435
| +91% | +$14.5K | ﹤0.01% | 341 |
|
|
2024
Q4 | $15.7K | Buy |
479
+476
| +15,867% | +$15.6K | ﹤0.01% | 353 |
|
|
2024
Q3 | $102 | Buy |
+3
| New | +$102 | ﹤0.01% | 409 |
|
|
2024
Q2 | – | Sell |
-840
| Closed | -$27.5K | – | 389 |
|
|
2024
Q1 | $27.5K | Buy |
+840
| New | +$27.5K | ﹤0.01% | 308 |
|
|
2022
Q4 | – | Sell |
-4,295
| Closed | -$135K | – | 921 |
|
|
2022
Q3 | $135K | Buy |
4,295
+2,048
| +91% | +$64.4K | 0.02% | 230 |
|
|
2022
Q2 | $73K | Hold |
2,247
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $77K | Hold |
2,247
| – | – | 0.01% | 278 |
|
|
2021
Q4 | $81K | Hold |
2,247
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $82K | Hold |
2,247
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $82K | Hold |
2,247
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $81K | Hold |
2,247
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $84K | Hold |
2,247
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $83K | Hold |
2,247
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $82K | Hold |
2,247
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $76K | Buy |
+2,247
| New | +$76K | 0.02% | 215 |
|
|
2019
Q4 | – | Sell |
-54
| Closed | -$2K | – | 881 |
|
|
2019
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 713 |
|
|
2018
Q4 | – | Sell |
-3,982
| Closed | -$133K | – | 890 |
|
|
2018
Q3 | $133K | Buy |
+3,982
| New | +$133K | 0.02% | 178 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | -$1K | – | 968 |
|
|
2017
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 906 |
|