Valtinson Bruner Financial Planning’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+7,574
| New | +$254K | 0.08% | 127 |
|
|
2023
Q1 | – | Sell |
-21,460
| Closed | -$702K | – | 114 |
|
|
2022
Q4 | $702K | Sell |
21,460
-67,189
| -76% | -$2.2M | 0.41% | 59 |
|
|
2022
Q3 | $2.78M | Sell |
88,649
-831
| -0.9% | -$26K | 1.71% | 19 |
|
|
2022
Q2 | $2.92M | Sell |
89,480
-2,215
| -2% | -$72.3K | 1.78% | 16 |
|
|
2022
Q1 | $3.07M | Buy |
91,695
+8,096
| +10% | +$271K | 1.76% | 18 |
|
|
2021
Q4 | $3.02M | Sell |
83,599
-1,623
| -2% | -$58.7K | 1.66% | 19 |
|
|
2021
Q3 | $3.09M | Buy |
85,222
+1,816
| +2% | +$65.9K | 1.7% | 22 |
|
|
2021
Q2 | $3.08M | Buy |
83,406
+4,292
| +5% | +$158K | 1.76% | 22 |
|
|
2021
Q1 | $2.89M | Sell |
79,114
-3,156
| -4% | -$115K | 1.7% | 24 |
|
|
2020
Q4 | $3.05M | Buy |
+82,270
| New | +$3.05M | 1.91% | 19 |
|