MWM
Marion 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 | $741K | Sell |
22,073
-1,224
| -5% | -$41.1K | 0.19% | 81 |
|
|
2025
Q1 | $774K | Sell |
23,297
-2,646
| -10% | -$88K | 0.21% | 78 |
|
|
2024
Q4 | $850K | Buy |
25,943
+523
| +2% | +$17.1K | 0.23% | 78 |
|
|
2024
Q3 | $857K | Hold |
25,420
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $828K | Hold |
25,420
| – | – | 0.24% | 79 |
|
|
2024
Q1 | $831K | Sell |
25,420
-1,841
| -7% | -$60.2K | 0.25% | 76 |
|
|
2023
Q4 | $895K | Sell |
27,261
-60,820
| -69% | -$2M | 0.29% | 72 |
|
|
2023
Q3 | $2.77M | Sell |
88,081
-21,243
| -19% | -$668K | 0.98% | 26 |
|
|
2023
Q2 | $3.51M | Sell |
109,324
-1,952
| -2% | -$62.7K | 1.25% | 21 |
|
|
2023
Q1 | $3.62M | Sell |
111,276
-21,728
| -16% | -$706K | 1.35% | 19 |
|
|
2022
Q4 | $4.23M | Sell |
133,004
-623,129
| -82% | -$19.8M | 1.79% | 15 |
|
|
2022
Q3 | $23.7M | Buy |
756,133
+164,378
| +28% | +$5.15M | 12.16% | 1 |
|
|
2022
Q2 | $19.3M | Buy |
+591,755
| New | +$19.3M | 10.12% | 1 |
|
|
2022
Q1 | – | Sell |
-17,754
| Closed | -$642K | – | 96 |
|
|
2021
Q4 | $642K | Buy |
+17,754
| New | +$642K | 0.3% | 72 |
|