Sequoia Financial Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $747K | Buy |
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|
2020
Q3 | $490K | Buy |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $464K | Buy |
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