IHT Wealth Management’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 | $261K | Buy |
7,763
+216
| +3% | +$7.25K | 0.01% | 954 |
|
|
2025
Q1 | $251K | Buy |
7,547
+347
| +5% | +$11.5K | 0.01% | 930 |
|
|
2024
Q4 | $236K | Buy |
7,200
+1,224
| +20% | +$40.1K | 0.01% | 949 |
|
|
2024
Q3 | $201K | Buy |
+5,976
| New | +$201K | 0.01% | 1087 |
|
|
2023
Q4 | – | Sell |
-6,495
| Closed | -$204K | – | 1027 |
|
|
2023
Q3 | $204K | Sell |
6,495
-34
| -0.5% | -$1.07K | 0.01% | 872 |
|
|
2023
Q2 | $210K | Sell |
6,529
-242
| -4% | -$7.77K | 0.01% | 864 |
|
|
2023
Q1 | $220K | Sell |
6,771
-928
| -12% | -$30.2K | 0.01% | 817 |
|
|
2022
Q4 | $245K | Buy |
7,699
+302
| +4% | +$9.61K | 0.02% | 741 |
|
|
2022
Q3 | $232K | Sell |
7,397
-142
| -2% | -$4.45K | 0.02% | 721 |
|
|
2022
Q2 | $246K | Buy |
+7,539
| New | +$246K | 0.02% | 595 |
|
|
2022
Q1 | – | Sell |
-8,974
| Closed | -$324K | – | 841 |
|
|
2021
Q4 | $324K | Buy |
8,974
+748
| +9% | +$27K | 0.02% | 576 |
|
|
2021
Q3 | $300K | Sell |
8,226
-10,309
| -56% | -$376K | 0.02% | 589 |
|
|
2021
Q2 | $680K | Sell |
18,535
-5,177
| -22% | -$190K | 0.04% | 424 |
|
|
2021
Q1 | $860K | Sell |
23,712
-1,616
| -6% | -$58.6K | 0.06% | 303 |
|
|
2020
Q4 | $942K | Buy |
25,328
+287
| +1% | +$10.7K | 0.08% | 255 |
|
|
2020
Q3 | $921K | Buy |
25,041
+3,090
| +14% | +$114K | 0.09% | 231 |
|
|
2020
Q2 | $802K | Buy |
21,951
+2,964
| +16% | +$108K | 0.11% | 208 |
|
|
2020
Q1 | $646K | Buy |
18,987
+7,692
| +68% | +$262K | 0.09% | 231 |
|
|
2019
Q4 | $399K | Sell |
11,295
-2,172
| -16% | -$76.7K | 0.05% | 370 |
|
|
2019
Q3 | $475K | Buy |
+13,467
| New | +$475K | 0.06% | 323 |
|
|
2018
Q2 | – | Sell |
-166
| Closed | -$6K | – | 1215 |
|
|
2018
Q1 | $6K | Buy |
166
+1
| +0.6% | +$36 | ﹤0.01% | 1307 |
|
|
2017
Q4 | $6K | Buy |
165
+2
| +1% | +$73 | ﹤0.01% | 1305 |
|
|
2017
Q3 | $6K | Buy |
163
+147
| +919% | +$5.41K | ﹤0.01% | 1068 |
|
|
2017
Q2 | $158 | Hold |
16
| – | – | 0.08% | 273 |
|
|
2017
Q1 | $1K | Sell |
16
-146
| -90% | -$9.13K | ﹤0.01% | 1210 |
|
|
2016
Q4 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 890 |
|