KMS Financial Services’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$630K Sell
18,457
-928
-5% -$31.7K 0.09% 219
2014
Q2
$668K Buy
19,385
+5,177
+36% +$178K 0.1% 218
2014
Q1
$483K Buy
14,208
+3,623
+34% +$123K 0.08% 265
2013
Q4
$356K Buy
10,585
+4
+0% +$135 0.06% 335
2013
Q3
$357K Buy
+10,581
New +$357K 0.09% 262