Impact Partnership Wealth’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
$5.35M Buy
159,201
+11,618
+8% +$390K 0.99% 20
2025
Q1
$4.91M Buy
147,583
+30,265
+26% +$1.01M 1.05% 20
2024
Q4
$3.84M Buy
117,318
+9,899
+9% +$324K 0.78% 22
2024
Q3
$3.62M Buy
107,419
+20,529
+24% +$692K 0.82% 23
2024
Q2
$2.83M Buy
86,890
+47,535
+121% +$1.55M 0.74% 22
2024
Q1
$1.29M Sell
39,355
-1,993
-5% -$65.2K 0.51% 24
2023
Q4
$1.36M Buy
+41,348
New +$1.36M 0.5% 25
2023
Q3
Sell
-1,778
Closed -$57.1K 1187
2023
Q2
$57.1K Buy
+1,778
New +$57.1K 0.02% 246