WP
WealthShield Partners’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 | $546K | Sell |
16,273
-13,681
| -46% | -$459K | 0.07% | 227 |
|
|
2025
Q1 | $996K | Buy |
29,954
+13,536
| +82% | +$450K | 0.13% | 161 |
|
|
2024
Q4 | $538K | Buy |
16,418
+1,244
| +8% | +$40.8K | 0.08% | 206 |
|
|
2024
Q3 | $512K | Buy |
15,174
+802
| +6% | +$27K | 0.07% | 210 |
|
|
2024
Q2 | $468K | Buy |
14,372
+5,327
| +59% | +$173K | 0.07% | 206 |
|
|
2024
Q1 | $296K | Buy |
+9,045
| New | +$296K | 0.05% | 238 |
|
|
2021
Q2 | – | Sell |
-257
| Closed | -$9K | – | 1107 |
|
|
2021
Q1 | $9K | Buy |
+257
| New | +$9K | ﹤0.01% | 836 |
|
|
2020
Q4 | – | Sell |
-427
| Closed | -$16K | – | 401 |
|
|
2020
Q3 | $16K | Sell |
427
-1,801
| -81% | -$67.5K | 0.01% | 338 |
|
|
2020
Q2 | $81K | Buy |
2,228
+2
| +0.1% | +$73 | 0.04% | 231 |
|
|
2020
Q1 | $76K | Buy |
2,226
+686
| +45% | +$23.4K | 0.05% | 177 |
|
|
2019
Q4 | $54K | Buy |
1,540
+268
| +21% | +$9.4K | 0.03% | 212 |
|
|
2019
Q3 | $45K | Buy |
+1,272
| New | +$45K | 0.02% | 204 |
|
|
2019
Q2 | – | Sell |
-144
| Closed | -$5K | – | 276 |
|
|
2019
Q1 | $5K | Buy |
144
+132
| +1,100% | +$4.58K | ﹤0.01% | 249 |
|
|
2018
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 274 |
|
|
2018
Q2 | $0 | Sell |
12
-11
| -48% | – | ﹤0.01% | 259 |
|
|
2018
Q1 | $1K | Sell |
23
-178
| -89% | -$7.74K | ﹤0.01% | 233 |
|
|
2017
Q4 | $7K | Buy |
+201
| New | +$7K | ﹤0.01% | 199 |
|