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Summit Wealth Partners’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Summit Wealth Partners’s Portfolio SPIB Stock Details SPIB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,976
Closed -$367K – 156
2020
Q3 		$367K Buy
9,976
+85
+0.9% +$3.13K 0.11% 109
2020
Q2 		$361K Buy
+9,891
New +$361K 0.12% 102