WAS
Wealth Advisory Solutions’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 | $3.65M | Sell |
108,703
-4,356
| -4% | -$146K | 0.92% | 35 |
|
|
2025
Q1 | $3.76M | Sell |
113,059
-8,570
| -7% | -$285K | 0.99% | 26 |
|
|
2024
Q4 | $3.98M | Buy |
121,629
+7,767
| +7% | +$254K | 1.12% | 23 |
|
|
2024
Q3 | $3.84M | Buy |
113,862
+2,617
| +2% | +$88.2K | 1.06% | 26 |
|
|
2024
Q2 | $3.62M | Buy |
111,245
+1,896
| +2% | +$61.7K | 0.98% | 31 |
|
|
2024
Q1 | $3.57M | Buy |
+109,349
| New | +$3.57M | 0.93% | 33 |
|
|
2023
Q4 | – | Sell |
-110,187
| Closed | -$3.47M | – | 105 |
|
|
2023
Q3 | $3.47M | Sell |
110,187
-1,142
| -1% | -$35.9K | 0.68% | 35 |
|
|
2023
Q2 | $3.57M | Sell |
111,329
-525
| -0.5% | -$16.9K | 0.95% | 30 |
|
|
2023
Q1 | $3.63M | Buy |
111,854
+4,185
| +4% | +$136K | 0.97% | 30 |
|
|
2022
Q4 | $3.43M | Sell |
107,669
-1,247
| -1% | -$39.7K | 0.92% | 32 |
|
|
2022
Q3 | $3.41M | Buy |
+108,916
| New | +$3.41M | 0.94% | 32 |
|
|
2020
Q2 | – | Sell |
-22,359
| Closed | -$760K | – | 186 |
|
|
2020
Q1 | $760K | Sell |
22,359
-14,519
| -39% | -$494K | 0.26% | 85 |
|
|
2019
Q4 | $1.3M | Buy |
+36,878
| New | +$1.3M | 0.34% | 79 |
|