LWM
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Liberty Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Liberty Wealth Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35,035
Closed -$35K – 258
2024
Q2 		$35K Buy
+35,035
New +$1.13M 0.01% 219
2021
Q4 		– Sell
-871
Closed -$32K – 967
2021
Q3 		$32K Buy
871
+40
+5% +$1.47K 0.01% 528
2021
Q2 		$31K Sell
831
-804
-49% -$29.3K 0.01% 414
2021
Q1 		$60K Hold
1,635
– – 0.03% 249
2020
Q4 		$60K Buy
1,635
+9
+0.6% +$332 0.03% 247
2020
Q3 		$60K Buy
1,626
+1,573
+2,968% +$57.9K 0.04% 207
2020
Q2 		$2K Buy
+53
New +$1.89K ﹤0.01% 752

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