TLFA
True Link 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 | $2.03M | Sell |
60,527
-3,327,203
| -98% | -$112M | 0.14% | 30 |
|
|
2025
Q1 | $113M | Buy |
3,387,730
+183,902
| +6% | +$6.11M | 8.4% | 5 |
|
|
2024
Q4 | $105M | Buy |
3,203,828
+891,252
| +39% | +$29.2M | 8.81% | 5 |
|
|
2024
Q3 | $78M | Buy |
2,312,576
+644,542
| +39% | +$21.7M | 6.62% | 5 |
|
|
2024
Q2 | $54.3M | Buy |
1,668,034
+73,049
| +5% | +$2.38M | 5.04% | 6 |
|
|
2024
Q1 | $52.1M | Buy |
1,594,985
+299,261
| +23% | +$9.78M | 5% | 6 |
|
|
2023
Q4 | $42.5M | Buy |
+1,295,724
| New | +$42.5M | 4.6% | 6 |
|