MHR
Matthew Hamilton Rosenberg’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 | $312K | Buy |
9,284
+274
| +3% | +$9.2K | 0.07% | 139 |
|
|
2025
Q1 | $299K | Buy |
9,010
+2,207
| +32% | +$73.4K | 0.08% | 130 |
|
|
2024
Q4 | $223K | Buy |
6,803
+5,599
| +465% | +$183K | 0.06% | 164 |
|
|
2024
Q3 | $40.6K | Hold |
1,204
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $39K | Hold |
1,204
| – | – | 0.01% | 461 |
|
|
2024
Q1 | $39.1K | Hold |
1,204
| – | – | 0.01% | 458 |
|
|
2023
Q4 | $39.5K | Hold |
1,204
| – | – | 0.01% | 460 |
|
|
2023
Q3 | $37.9K | Sell |
1,204
-1,863
| -61% | -$58.6K | 0.01% | 455 |
|
|
2023
Q2 | $98.5K | Sell |
3,067
-51
| -2% | -$1.64K | 0.03% | 297 |
|
|
2023
Q1 | $101K | Hold |
3,118
| – | – | 0.03% | 309 |
|
|
2022
Q4 | $99.2K | Sell |
3,118
-934
| -23% | -$29.7K | 0.03% | 306 |
|
|
2022
Q3 | $127K | Sell |
4,052
-3,292
| -45% | -$103K | 0.05% | 240 |
|
|
2022
Q2 | $241K | Hold |
7,344
| – | – | 0.09% | 141 |
|
|
2022
Q1 | $251K | Sell |
7,344
-1,156
| -14% | -$39.5K | 0.09% | 154 |
|
|
2021
Q4 | $307K | Sell |
8,500
-801
| -9% | -$28.9K | 0.11% | 117 |
|
|
2021
Q3 | $340K | Buy |
9,301
+8,284
| +815% | +$303K | 0.13% | 95 |
|
|
2021
Q2 | $37K | Hold |
1,017
| – | – | 0.02% | 405 |
|
|
2021
Q1 | $37K | Hold |
1,017
| – | – | 0.02% | 373 |
|
|
2020
Q4 | $38K | Hold |
1,017
| – | – | 0.02% | 359 |
|
|
2020
Q3 | $37K | Hold |
1,017
| – | – | 0.03% | 335 |
|
|
2020
Q2 | $37K | Sell |
1,017
-21
| -2% | -$764 | 0.03% | 339 |
|
|
2020
Q1 | $36K | Buy |
+1,038
| New | +$36K | 0.04% | 308 |
|