TFA
Transamerica 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 | $859K | Buy |
25,571
+9,196
| +56% | +$309K | 0.08% | 172 |
|
|
2025
Q1 | $545K | Buy |
16,375
+16,353
| +74,332% | +$544K | 0.06% | 190 |
|
|
2024
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 578 |
|
|
2023
Q3 | $1K | Sell |
26
-41
| -61% | -$1.58K | ﹤0.01% | 599 |
|
|
2023
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $3K | Sell |
67
-12
| -15% | -$537 | ﹤0.01% | 351 |
|
|
2022
Q4 | $3K | Sell |
79
-111
| -58% | -$4.22K | ﹤0.01% | 368 |
|
|
2022
Q3 | $6K | Buy |
190
+162
| +579% | +$5.12K | ﹤0.01% | 336 |
|
|
2022
Q2 | $1K | Buy |
28
+20
| +250% | +$714 | ﹤0.01% | 604 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | 0.04% | 100 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | 0.03% | 109 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | 0.03% | 108 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $1K | Sell |
8
-11,229
| -100% | -$1.4M | 0.02% | 174 |
|
|
2020
Q2 | $411K | Buy |
11,237
+11,229
| +140,363% | +$411K | 0.09% | 113 |
|
|
2020
Q1 | $1K | Sell |
8
-1,344
| -99% | -$168K | 0.02% | 111 |
|
|
2019
Q4 | $48K | Sell |
1,352
-113
| -8% | -$4.01K | 0.67% | 31 |
|
|
2019
Q3 | $52K | Sell |
1,465
-39,541
| -96% | -$1.4M | 0.66% | 33 |
|
|
2019
Q2 | $1.43M | Buy |
41,006
+39,478
| +2,584% | +$1.38M | 0.31% | 74 |
|
|
2019
Q1 | $53K | Sell |
1,528
-38,547
| -96% | -$1.34M | 0.31% | 35 |
|
|
2018
Q4 | $1.33M | Buy |
40,075
+39,430
| +6,113% | +$1.3M | 0.34% | 66 |
|
|
2018
Q3 | $22K | Sell |
645
-38,775
| -98% | -$1.32M | ﹤0.01% | 263 |
|
|
2018
Q2 | $1.31M | Sell |
39,420
-9,477
| -19% | -$316K | 0.29% | 80 |
|
|
2018
Q1 | $1.64M | Sell |
48,897
-1,967
| -4% | -$66K | 0.24% | 111 |
|
|
2017
Q4 | $1.74M | Sell |
50,864
-12,502
| -20% | -$428K | 0.23% | 120 |
|
|
2017
Q3 | $2.19M | Sell |
63,366
-56,931
| -47% | -$1.96M | 0.27% | 107 |
|
|
2017
Q2 | $4.14M | Sell |
120,297
-6,614
| -5% | -$228K | 0.56% | 60 |
|
|
2017
Q1 | $4.33M | Sell |
126,911
-16,835
| -12% | -$575K | 0.52% | 64 |
|
|
2016
Q4 | $4.88M | Buy |
143,746
+57,078
| +66% | +$1.94M | 0.58% | 59 |
|
|
2016
Q3 | $3.03M | Buy |
86,668
+12,245
| +16% | +$428K | 0.33% | 88 |
|
|
2016
Q2 | $2.6M | Sell |
74,423
-588,061
| -89% | -$20.5M | 0.26% | 101 |
|
|
2016
Q1 | $22.7M | Buy |
662,484
+313,786
| +90% | +$10.8M | 1.92% | 12 |
|
|
2015
Q4 | $11.7M | Sell |
348,698
-12,911
| -4% | -$432K | 0.86% | 27 |
|
|
2015
Q3 | $12.3M | Buy |
361,609
+117,082
| +48% | +$3.98M | 0.99% | 25 |
|
|
2015
Q2 | $8.31M | Buy |
+244,527
| New | +$8.31M | 0.6% | 31 |
|