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

Mission 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
2026 Q1	$3.32M	Sell	98,925 -9,605	-9%	-$325K	0.07%	150
2025 Q4	$3.67M	Sell	108,530 -183,416	-63%	-$6.21M	0.07%	152
2025 Q3	$9.89M	Sell	291,946 -63,270	-18%	-$2.13M	0.2%	68
2025 Q2	$11.9M	Sell	355,216 -177,620	-33%	-$5.88M	0.26%	57
2025 Q1	$17.7M	Sell	532,836 -2,843,022	-84%	-$93.7M	0.43%	38
2024 Q4	$111M	Buy	3,375,858 +250,659	+8%	+$8.3M	2.58%	8
2024 Q3	$105M	Buy	3,125,199 +191,045	+7%	+$6.35M	2.55%	8
2024 Q2	$95.5M	Buy	2,934,154 +157,545	+6%	+$5.1M	2.53%	8
2024 Q1	$90.8M	Buy	2,776,609 +817,432	+42%	+$26.7M	2.39%	9
2023 Q4	$64.3M	Buy	1,959,177 +215,381	+12%	+$6.84M	2.09%	9
2023 Q3	$54.8M	Buy	1,743,796 +214,064	+14%	+$6.82M	2.04%	9
2023 Q2	$49.1M	Buy	1,529,732 +155,080	+11%	+$5.01M	1.86%	10
2023 Q1	$44.7M	Buy	1,374,652 +73,012	+6%	+$2.35M	1.87%	11
2022 Q4	$41.4M	Sell	1,301,640 -197,644	-13%	-$6.25M	1.98%	11
2022 Q3	$47M	Buy	1,499,284 +1,625	+0.1%	+$53K	2.49%	10
2022 Q2	$48.9M	Sell	1,497,659 -81,706	-5%	-$2.7M	2.57%	10
2022 Q1	$53.9M	Sell	1,579,365 -79,527	-5%	-$2.78M	2.49%	10
2021 Q4	$60M	Buy	1,658,892 +60,413	+4%	+$2.19M	2.7%	9
2021 Q3	$58.4M	Buy	1,598,479 +64,682	+4%	+$2.38M	2.97%	8
2021 Q2	$56.3M	Buy	1,533,797 +52,621	+4%	+$1.92M	2.98%	8
2021 Q1	$53.7M	Buy	1,481,176 +152,099	+11%	+$5.58M	3.12%	8
2020 Q4	$49.4M	Buy	1,329,077 +78,809	+6%	+$2.91M	3.09%	10
2020 Q3	$46M	Buy	1,250,268 +182,597	+17%	+$6.72M	3.44%	10
2020 Q2	$39M	Buy	1,067,671 +100,658	+10%	+$3.58M	3.36%	11
2020 Q1	$32.9M	Buy	967,013 +2,121	+0.2%	+$74.4K	3.63%	8
2019 Q4	$34.1M	Buy	964,892 +37,095	+4%	+$1.31M	3.28%	9
2019 Q3	$32.7M	Buy	927,797 +55,751	+6%	+$1.96M	3.5%	9
2019 Q2	$30.5M	Buy	872,046 +913	+0.1%	+$31.3K	3.41%	10
2019 Q1	$29.8M	Buy	871,133 +30,293	+4%	+$1.02M	3.46%	9
2018 Q4	$27.8M	Buy	840,840 +21,174	+3%	+$698K	3.62%	8
2018 Q3	$27.3M	Buy	819,666 +35,318	+5%	+$1.18M	3.59%	8
2018 Q2	$26.1M	Buy	784,348 +32,311	+4%	+$1.08M	3.85%	8
2018 Q1	$25.2M	Sell	752,037 -560,694	-43%	-$18.9M	4.07%	8
2017 Q4	$44.9M	Buy	1,312,731 +70,649	+6%	+$2.43M	7.69%	2
2017 Q3	$42.9M	Buy	1,242,082 +93,084	+8%	+$3.21M	7.87%	2
2017 Q2	$39.5M	Buy	1,148,998 +52,323	+5%	+$1.8M	7.51%	2
2017 Q1	$37.4M	Buy	1,096,675 +88,158	+9%	+$3M	7.28%	2
2016 Q4	$34.2M	Buy	1,008,517 +73,459	+8%	+$2.52M	6.8%	3
2016 Q3	$32.6M	Buy	935,058 +112,552	+14%	+$3.93M	7.89%	2
2016 Q2	$28.7M	Buy	822,506 +340,801	+71%	+$11.7M	7.62%	4
2016 Q1	$16.5M	Buy	481,705 +53,235	+12%	+$1.79M	4.45%	6
2015 Q4	$14.3M	Buy	428,470 +63,947	+18%	+$2.16M	4.03%	7
2015 Q3	$12.4M	Buy	364,523 +9,429	+3%	+$319K	3.75%	8
2015 Q2	$12.3M	Buy	+355,094	New	+$12.2M	4.2%	6