RFS
Richardson Financial Services’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
21,695
+1,628
| +8% | +$36.7K | 0.33% | 90 |
|
|
2025
Q1 | $453K | Buy |
+20,067
| New | +$453K | 0.34% | 87 |
|
|
2024
Q4 | – | Sell |
-1,173
| Closed | -$26.5K | – | 648 |
|
|
2024
Q3 | $26.5K | Hold |
1,173
| – | – | 0.02% | 316 |
|
|
2024
Q2 | $26.5K | Buy |
1,173
+222
| +23% | +$5.01K | 0.02% | 301 |
|
|
2024
Q1 | $16.5K | Buy |
951
+622
| +189% | +$10.8K | 0.01% | 362 |
|
|
2023
Q4 | $7.83K | Buy |
+329
| New | +$7.83K | 0.01% | 327 |
|