TA
TrueWealth 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 | $1.91M | Sell |
56,888
-10,723
| -16% | -$360K | 0.57% | 36 |
|
|
2025
Q1 | $2.25M | Sell |
67,611
-7,867
| -10% | -$262K | 0.74% | 29 |
|
|
2024
Q4 | $2.47M | Sell |
75,478
-3,399
| -4% | -$111K | 0.83% | 24 |
|
|
2024
Q3 | $2.66M | Buy |
78,877
+583
| +0.7% | +$19.7K | 0.89% | 26 |
|
|
2024
Q2 | $2.55M | Sell |
78,294
-3,875
| -5% | -$126K | 0.94% | 24 |
|
|
2024
Q1 | $2.69M | Sell |
82,169
-9,519
| -10% | -$311K | 1.04% | 22 |
|
|
2023
Q4 | $3.01M | Sell |
91,688
-6,092
| -6% | -$200K | 1.17% | 16 |
|
|
2023
Q3 | $3.08M | Buy |
97,780
+4,707
| +5% | +$148K | 1.3% | 17 |
|
|
2023
Q2 | $2.99M | Buy |
93,073
+21,668
| +30% | +$696K | 1.23% | 20 |
|
|
2023
Q1 | $2.32M | Buy |
71,405
+18,327
| +35% | +$595K | 0.97% | 22 |
|
|
2022
Q4 | $1.69M | Buy |
53,078
+15,415
| +41% | +$491K | 0.74% | 27 |
|
|
2022
Q3 | $1.18M | Buy |
37,663
+30,986
| +464% | +$971K | 0.56% | 36 |
|
|
2022
Q2 | $218K | Buy |
+6,677
| New | +$218K | 0.1% | 152 |
|