IFWM

Institute for Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,326	Closed	-$230K	–	440
2020 Q2	$230K	Buy	+7,326	New	+$230K	0.06%	371
2020 Q1	–	Sell	-3,063	Closed	-$94K	–	637
2019 Q4	$94K	Buy	+3,063	New	+$94K	0.02%	477