Roundview Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.56M	Buy	255,260 +8,752	+4%	+$296K	0.53%	42
2025 Q4	$8.33M	Buy	246,508 +8,699	+4%	+$295K	0.51%	42
2025 Q3	$8.06M	Sell	237,809 -3,440	-1%	-$116K	0.51%	42
2025 Q2	$8.1M	Buy	241,249 +3,440	+1%	+$114K	0.54%	43
2025 Q1	$7.9M	Buy	237,809 +11,203	+5%	+$369K	0.57%	42
2024 Q4	$7.42M	Buy	226,606 +26,288	+13%	+$870K	0.52%	44
2024 Q3	$6.75M	Buy	200,318 +8,042	+4%	+$267K	0.49%	45
2024 Q2	$6.26M	Buy	192,276 +21,231	+12%	+$688K	0.49%	47
2024 Q1	$5.59M	Buy	171,045 +31,585	+23%	+$1.03M	0.46%	54
2023 Q4	$4.58M	Buy	139,460 +23,133	+20%	+$735K	0.42%	55
2023 Q3	$3.66M	Buy	+116,327	New	+$3.7M	0.37%	67