MGO Private Wealth’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
22,793
-13,791
| -38% | -$463K | 0.49% | 39 |
|
|
2025
Q1 | $1.22M | Sell |
36,584
-20,845
| -36% | -$693K | 0.86% | 25 |
|
|
2024
Q4 | $1.88M | Buy |
57,429
+3,690
| +7% | +$121K | 1.34% | 17 |
|
|
2024
Q3 | $1.81M | Buy |
53,739
+1,351
| +3% | +$45.5K | 1.29% | 17 |
|
|
2024
Q2 | $1.71M | Sell |
52,388
-2,032
| -4% | -$66.2K | 1.07% | 21 |
|
|
2024
Q1 | $1.78M | Sell |
54,420
-9,460
| -15% | -$309K | 1.12% | 20 |
|
|
2023
Q4 | $2.1M | Sell |
63,880
-340
| -0.5% | -$11.2K | 1.44% | 18 |
|
|
2023
Q3 | $2.02M | Buy |
64,220
+7,489
| +13% | +$236K | 1.51% | 18 |
|
|
2023
Q2 | $1.82M | Sell |
56,731
-21,044
| -27% | -$676K | 1.37% | 20 |
|
|
2023
Q1 | $2.53M | Sell |
77,775
-19,783
| -20% | -$643K | 1.98% | 15 |
|
|
2022
Q4 | $3.11M | Sell |
97,558
-25,338
| -21% | -$807K | 1.42% | 23 |
|
|
2022
Q3 | $3.85M | Buy |
+122,896
| New | +$3.85M | 1.83% | 16 |
|