Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
8,561
-839
| -9% | -$28.2K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $312K | Sell |
9,400
-1,839
| -16% | -$61.1K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $368K | Buy |
11,239
+2,218
| +25% | +$72.7K | ﹤0.01% | 925 |
|
|
2024
Q3 | $304K | Sell |
9,021
-663
| -7% | -$22.4K | ﹤0.01% | 959 |
|
|
2024
Q2 | $315K | Buy |
9,684
+2,680
| +38% | +$87.3K | ﹤0.01% | 866 |
|
|
2024
Q1 | $229K | Buy |
7,004
+246
| +4% | +$8.04K | ﹤0.01% | 985 |
|
|
2023
Q4 | $222K | Buy |
+6,758
| New | +$222K | ﹤0.01% | 1055 |
|
|
2023
Q1 | – | Sell |
-21,659
| Closed | -$689K | – | 865 |
|
|
2022
Q4 | $689K | Buy |
21,659
+456
| +2% | +$14.5K | 0.02% | 367 |
|
|
2022
Q3 | $664K | Sell |
21,203
-291
| -1% | -$9.11K | 0.02% | 252 |
|
|
2022
Q2 | $701K | Sell |
21,494
-595
| -3% | -$19.4K | 0.02% | 271 |
|
|
2022
Q1 | $754K | Buy |
22,089
+1,637
| +8% | +$55.9K | 0.02% | 286 |
|
|
2021
Q4 | $739K | Buy |
20,452
+11,267
| +123% | +$407K | 0.02% | 268 |
|
|
2021
Q3 | $335K | Sell |
9,185
-11,205
| -55% | -$409K | 0.03% | 193 |
|
|
2021
Q2 | $748K | Buy |
20,390
+1,931
| +10% | +$70.8K | 0.03% | 233 |
|
|
2021
Q1 | $669K | Sell |
18,459
-1,620
| -8% | -$58.7K | 0.03% | 224 |
|
|
2020
Q4 | $747K | Buy |
20,079
+6,753
| +51% | +$251K | 0.03% | 203 |
|
|
2020
Q3 | $490K | Buy |
13,326
+2,023
| +18% | +$74.4K | 0.03% | 229 |
|
|
2020
Q2 | $413K | Sell |
11,303
-2,348
| -17% | -$85.8K | 0.02% | 242 |
|
|
2020
Q1 | $464K | Buy |
+13,651
| New | +$464K | 0.03% | 206 |
|