RIM
Rockbridge Investment Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
45,186
-195
| -0.4% | -$5.89K | 0.15% | 51 |
|
|
2025
Q1 | $1.37M | Buy |
45,381
+1,748
| +4% | +$52.6K | 0.16% | 47 |
|
|
2024
Q4 | $1.3M | Sell |
43,633
-961
| -2% | -$28.7K | 0.17% | 51 |
|
|
2024
Q3 | $1.35M | Sell |
44,594
-4,207
| -9% | -$127K | 0.17% | 50 |
|
|
2024
Q2 | $1.45M | Sell |
48,801
-315
| -0.6% | -$9.36K | 0.21% | 43 |
|
|
2024
Q1 | $1.46M | Sell |
49,116
-1,926
| -4% | -$57.3K | 0.21% | 43 |
|
|
2023
Q4 | $1.52M | Sell |
51,042
-1,910
| -4% | -$56.9K | 0.23% | 43 |
|
|
2023
Q3 | $1.55M | Sell |
52,952
-2,771
| -5% | -$81.2K | 0.27% | 39 |
|
|
2023
Q2 | $1.64M | Sell |
55,723
-1,687
| -3% | -$49.7K | 0.29% | 37 |
|
|
2023
Q1 | $1.7M | Buy |
57,410
+29
| +0.1% | +$859 | 0.31% | 37 |
|
|
2022
Q4 | $1.69M | Buy |
57,381
+1,614
| +3% | +$47.4K | 0.34% | 37 |
|
|
2022
Q3 | $1.63M | Buy |
55,767
+11,068
| +25% | +$323K | 0.38% | 36 |
|
|
2022
Q2 | $1.33M | Sell |
44,699
-10,067
| -18% | -$299K | 0.29% | 36 |
|
|
2022
Q1 | $1.65M | Buy |
54,766
+463
| +0.9% | +$13.9K | 0.25% | 50 |
|
|
2021
Q4 | $1.68M | Buy |
54,303
+1,068
| +2% | +$33.1K | 0.25% | 53 |
|
|
2021
Q3 | $1.66M | Buy |
53,235
+928
| +2% | +$29K | 0.28% | 48 |
|
|
2021
Q2 | $1.64M | Sell |
52,307
-411
| -0.8% | -$12.9K | 0.28% | 50 |
|
|
2021
Q1 | $1.65M | Sell |
52,718
-2,271
| -4% | -$71.1K | 0.31% | 47 |
|
|
2020
Q4 | $1.73M | Sell |
54,989
-242
| -0.4% | -$7.6K | 0.35% | 41 |
|
|
2020
Q3 | $1.73M | Sell |
55,231
-277
| -0.5% | -$8.69K | 0.41% | 37 |
|
|
2020
Q2 | $1.74M | Buy |
+55,508
| New | +$1.74M | 0.45% | 37 |
|