LFPWM
Leicht Financial Planning & 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 | $12.8M | Buy |
381,334
+77,239
| +25% | +$2.59M | 6.08% | 7 |
|
|
2025
Q1 | $10.1M | Buy |
304,095
+10,440
| +4% | +$347K | 5.29% | 7 |
|
|
2024
Q4 | $9.62M | Buy |
293,655
+2,556
| +0.9% | +$83.7K | 4.92% | 7 |
|
|
2024
Q3 | $9.81M | Buy |
291,099
+482
| +0.2% | +$16.2K | 4.94% | 7 |
|
|
2024
Q2 | $9.46M | Buy |
290,617
+8,826
| +3% | +$287K | 5.04% | 7 |
|
|
2024
Q1 | $9.21M | Buy |
281,791
+22,049
| +8% | +$721K | 5.05% | 7 |
|
|
2023
Q4 | $8.53M | Sell |
259,742
-10,369
| -4% | -$340K | 4.89% | 7 |
|
|
2023
Q3 | $8.5M | Buy |
270,111
+2,065
| +0.8% | +$64.9K | 5.24% | 7 |
|
|
2023
Q2 | $8.61M | Sell |
268,046
-46,296
| -15% | -$1.49M | 5.2% | 7 |
|
|
2023
Q1 | $10.2M | Buy |
314,342
+110,849
| +54% | +$3.6M | 6.29% | 7 |
|
|
2022
Q4 | $6.48M | Buy |
203,493
+879
| +0.4% | +$28K | 4.34% | 10 |
|
|
2022
Q3 | $6.35M | Sell |
202,614
-7,768
| -4% | -$243K | 4.54% | 9 |
|
|
2022
Q2 | $6.87M | Sell |
210,382
-3,967
| -2% | -$129K | 4.65% | 9 |
|
|
2022
Q1 | $7.32M | Buy |
214,349
+4,031
| +2% | +$138K | 4.36% | 10 |
|
|
2021
Q4 | $7.6M | Buy |
210,318
+252
| +0.1% | +$9.11K | 4.34% | 10 |
|
|
2021
Q3 | $7.73M | Buy |
210,066
+8,007
| +4% | +$294K | 4.64% | 9 |
|
|
2021
Q2 | $7.43M | Sell |
202,059
-327
| -0.2% | -$12K | 4.51% | 9 |
|
|
2021
Q1 | $7.34M | Buy |
202,386
+3,602
| +2% | +$131K | 4.75% | 9 |
|
|
2020
Q4 | $7.39M | Sell |
198,784
-12,621
| -6% | -$469K | 5.01% | 10 |
|
|
2020
Q3 | $7.77M | Sell |
211,405
-23,778
| -10% | -$874K | 5.77% | 9 |
|
|
2020
Q2 | $8.59M | Sell |
235,183
-20,436
| -8% | -$747K | 6.82% | 7 |
|
|
2020
Q1 | $8.69M | Buy |
255,619
+227,959
| +824% | +$7.75M | 8.4% | 2 |
|
|
2019
Q4 | $977K | Buy |
+27,660
| New | +$977K | 0.89% | 33 |
|