MWM

Modern 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	–	Sell	-10,880	Closed	-$362K	–	800
2025 Q1	$362K	Sell	10,880 -2,810	-21%	-$93.4K	0.01%	482
2024 Q4	$448K	Buy	13,690 +2,773	+25%	+$90.8K	0.02%	381
2024 Q3	$368K	Buy	+10,917	New	+$368K	0.02%	301