LFA
LGT Financial Advisors’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 | $96.6K | Hold |
2,878
| – | – | 0.25% | 76 |
|
|
2025
Q1 | $95.7K | Hold |
2,878
| – | – | 0.29% | 76 |
|
|
2024
Q4 | $94.3K | Sell |
2,878
-1,779
| -38% | -$58.3K | 0.21% | 97 |
|
|
2024
Q3 | $157K | Sell |
4,657
-4,674
| -50% | -$158K | 0.39% | 51 |
|
|
2024
Q2 | $304K | Sell |
9,331
-140
| -1% | -$4.56K | 0.64% | 35 |
|
|
2024
Q1 | $310K | Sell |
9,471
-853
| -8% | -$27.9K | 0.36% | 58 |
|
|
2023
Q4 | $339K | Sell |
10,324
-462
| -4% | -$15.2K | 0.41% | 52 |
|
|
2023
Q3 | $339K | Sell |
10,786
-1,219
| -10% | -$38.3K | 0.43% | 49 |
|
|
2023
Q2 | $385K | Buy |
+12,005
| New | +$385K | 0.41% | 70 |
|
|
2023
Q1 | – | Sell |
-20,189
| Closed | -$643K | – | 178 |
|
|
2022
Q4 | $643K | Buy |
+20,189
| New | +$643K | 0.76% | 26 |
|