RIM
Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,925
| Closed | -$195K | – | 542 |
|
|
2023
Q4 | $195K | Sell |
5,925
-444
| -7% | -$14.6K | 0.03% | 115 |
|
|
2023
Q3 | $200K | Sell |
6,369
-196
| -3% | -$6.16K | 0.04% | 105 |
|
|
2023
Q2 | $211K | Sell |
6,565
-211
| -3% | -$6.78K | 0.04% | 105 |
|
|
2023
Q1 | $220K | Sell |
6,776
-275
| -4% | -$8.94K | 0.04% | 101 |
|
|
2022
Q4 | $224K | Sell |
7,051
-279
| -4% | -$8.88K | 0.05% | 100 |
|
|
2022
Q3 | $230K | Buy |
7,330
+441
| +6% | +$13.8K | 0.05% | 87 |
|
|
2022
Q2 | $225K | Sell |
6,889
-6,490
| -49% | -$212K | 0.05% | 91 |
|
|
2022
Q1 | $456K | Sell |
13,379
-5,552
| -29% | -$189K | 0.07% | 102 |
|
|
2021
Q4 | $684K | Buy |
18,931
+5,414
| +40% | +$196K | 0.1% | 92 |
|
|
2021
Q3 | $494K | Sell |
13,517
-141
| -1% | -$5.15K | 0.08% | 96 |
|
|
2021
Q2 | $501K | Hold |
13,658
| – | – | 0.08% | 100 |
|
|
2021
Q1 | $495K | Sell |
13,658
-41
| -0.3% | -$1.49K | 0.09% | 87 |
|
|
2020
Q4 | $509K | Sell |
13,699
-1,603
| -10% | -$59.6K | 0.1% | 86 |
|
|
2020
Q3 | $563K | Sell |
15,302
-13
| -0.1% | -$478 | 0.13% | 75 |
|
|
2020
Q2 | $559K | Buy |
+15,315
| New | +$559K | 0.15% | 71 |
|