WFS
Walker Financial Services’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 | $5.39M | Buy |
160,620
+11,007
| +7% | +$370K | 2.45% | 8 |
|
|
2025
Q1 | $4.97M | Buy |
149,613
+14,601
| +11% | +$485K | 2.61% | 8 |
|
|
2024
Q4 | $4.42M | Buy |
135,012
+9,295
| +7% | +$305K | 2.57% | 8 |
|
|
2024
Q3 | $4.24M | Buy |
125,717
+10,512
| +9% | +$354K | 2.87% | 8 |
|
|
2024
Q2 | $3.75M | Buy |
115,205
+10,505
| +10% | +$342K | 2.93% | 7 |
|
|
2024
Q1 | $3.42M | Buy |
104,700
+7,986
| +8% | +$261K | 2.81% | 8 |
|
|
2023
Q4 | $3.18M | Sell |
96,714
-1,686
| -2% | -$55.4K | 3.28% | 7 |
|
|
2023
Q3 | $3.09M | Buy |
98,400
+7,088
| +8% | +$223K | 3.01% | 7 |
|
|
2023
Q2 | $2.93M | Buy |
91,312
+2,061
| +2% | +$66.2K | 2.9% | 8 |
|
|
2023
Q1 | $2.9M | Hold |
89,251
| – | – | 2.99% | 7 |
|
|
2022
Q4 | $2.9M | Buy |
89,251
+3,999
| +5% | +$130K | 2.99% | 7 |
|
|
2022
Q3 | $2.67M | Buy |
85,252
+71,036
| +500% | +$2.22M | 2.49% | 8 |
|
|
2022
Q2 | $464K | Buy |
+14,216
| New | +$464K | 0.45% | 19 |
|