JWM
JPL 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 | $2.09M | Buy |
62,305
+2,441
| +4% | +$82K | 0.56% | 70 |
|
|
2025
Q1 | $1.99M | Buy |
59,864
+4,818
| +9% | +$160K | 0.57% | 69 |
|
|
2024
Q4 | $1.8M | Buy |
+55,046
| New | +$1.8M | 0.52% | 69 |
|
|
2024
Q2 | $635K | Buy |
19,492
+6,695
| +52% | +$218K | 0.31% | 72 |
|
|
2024
Q1 | $418K | Buy |
+12,797
| New | +$418K | 0.23% | 85 |
|