SAG
SageView Advisory Group’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
Q2 | – | Sell |
-44,514
| Closed | -$2.11M | – | 747 |
|
|
2024
Q1 | $2.11M | Buy |
+44,514
| New | +$2.11M | 0.11% | 108 |
|
|
2023
Q4 | – | Sell |
-10,874
| Closed | -$342K | – | 456 |
|
|
2023
Q3 | $342K | Buy |
10,874
+209
| +2% | +$6.57K | 0.02% | 397 |
|
|
2023
Q2 | $342K | Buy |
+10,665
| New | +$342K | 0.02% | 423 |
|
|
2023
Q1 | – | Sell |
-11,568
| Closed | -$368K | – | 483 |
|
|
2022
Q4 | $368K | Buy |
+11,568
| New | +$368K | 0.03% | 292 |
|