SWTS
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Stonehaven Wealth & Tax Solutions’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPIB Stock Details SPIB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$364K Buy
10,836
+1,260
+13% +$42.3K 0.36% 45
2025
Q1 		$318K Sell
9,576
-1,766
-16% -$58.7K 0.34% 46
2024
Q4 		$372K Buy
+11,342
New +$372K 0.4% 57