IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,387
| Closed | -$205K | – | 469 |
|
|
2023
Q2 | $205K | Sell |
6,387
-38
| -0.6% | -$1.22K | 0.03% | 430 |
|
|
2023
Q1 | $209K | Sell |
6,425
-571
| -8% | -$18.6K | 0.04% | 418 |
|
|
2022
Q4 | $223K | Sell |
6,996
-1,075
| -13% | -$34.2K | 0.05% | 398 |
|
|
2022
Q3 | $253K | Sell |
8,071
-2,779
| -26% | -$87.1K | 0.06% | 371 |
|
|
2022
Q2 | $354K | Sell |
10,850
-180
| -2% | -$5.87K | 0.07% | 351 |
|
|
2022
Q1 | $377K | Hold |
11,030
| – | – | 0.06% | 351 |
|
|
2021
Q4 | $399K | Sell |
11,030
-402
| -4% | -$14.5K | 0.07% | 317 |
|
|
2021
Q3 | $417K | Sell |
11,432
-1,686
| -13% | -$61.5K | 0.07% | 302 |
|
|
2021
Q2 | $481K | Sell |
13,118
-839
| -6% | -$30.8K | 0.08% | 280 |
|
|
2021
Q1 | $506K | Sell |
13,957
-280
| -2% | -$10.2K | 0.1% | 256 |
|
|
2020
Q4 | $529K | Sell |
14,237
-7,345
| -34% | -$273K | 0.11% | 237 |
|
|
2020
Q3 | $793K | Sell |
21,582
-18,184
| -46% | -$668K | 0.18% | 142 |
|
|
2020
Q2 | $1.45M | Buy |
+39,766
| New | +$1.45M | 0.36% | 67 |
|
|
2020
Q1 | – | Sell |
-721
| Closed | -$25K | – | 633 |
|
|
2019
Q4 | $25K | Buy |
+721
| New | +$25K | 0.01% | 553 |
|