WCWM
Willow Creek Wealth Management’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 | $22.7M | Buy |
676,214
+23,977
| +4% | +$805K | 2.04% | 16 |
|
|
2025
Q1 | $21.7M | Buy |
652,237
+20,901
| +3% | +$695K | 2.11% | 15 |
|
|
2024
Q4 | $20.7M | Buy |
631,336
+36,633
| +6% | +$1.2M | 2.11% | 15 |
|
|
2024
Q3 | $20M | Buy |
594,703
+15,534
| +3% | +$524K | 2.11% | 14 |
|
|
2024
Q2 | $18.9M | Buy |
579,169
+27,253
| +5% | +$887K | 2.15% | 13 |
|
|
2024
Q1 | $18M | Buy |
551,916
+51,314
| +10% | +$1.68M | 2.11% | 14 |
|
|
2023
Q4 | $16.4M | Buy |
500,602
+267,138
| +114% | +$8.77M | 2.06% | 13 |
|
|
2023
Q3 | $7.34M | Buy |
233,464
+80,524
| +53% | +$2.53M | 1.09% | 21 |
|
|
2023
Q2 | $4.91M | Buy |
152,940
+93,191
| +156% | +$2.99M | 0.7% | 29 |
|
|
2023
Q1 | $1.94M | Sell |
59,749
-5,027
| -8% | -$163K | 0.3% | 38 |
|
|
2022
Q4 | $2.06M | Buy |
64,776
+7,664
| +13% | +$244K | 0.34% | 35 |
|
|
2022
Q3 | $1.79M | Sell |
57,112
-36,672
| -39% | -$1.15M | 0.35% | 36 |
|
|
2022
Q2 | $3.06M | Sell |
93,784
-30,922
| -25% | -$1.01M | 0.57% | 22 |
|
|
2022
Q1 | $4.26M | Buy |
124,706
+859
| +0.7% | +$29.3K | 0.86% | 18 |
|
|
2021
Q4 | $4.48M | Sell |
123,847
-613
| -0.5% | -$22.2K | 0.93% | 19 |
|
|
2021
Q3 | $4.55M | Buy |
124,460
+3,101
| +3% | +$113K | 1.01% | 20 |
|
|
2021
Q2 | $4.45M | Buy |
121,359
+2,074
| +2% | +$76.1K | 1.06% | 18 |
|
|
2021
Q1 | $4.32M | Buy |
119,285
+139
| +0.1% | +$5.04K | 1.59% | 13 |
|
|
2020
Q4 | $4.43M | Sell |
119,146
-230,035
| -66% | -$8.55M | 1.67% | 11 |
|
|
2020
Q3 | $12.8M | Buy |
349,181
+15,536
| +5% | +$571K | 5.29% | 6 |
|
|
2020
Q2 | $12.2M | Buy |
333,645
+10,931
| +3% | +$399K | 5.47% | 6 |
|
|
2020
Q1 | $11M | Sell |
322,714
-23,532
| -7% | -$800K | 5.52% | 7 |
|
|
2019
Q4 | $12.2M | Buy |
346,246
+12,362
| +4% | +$437K | 5.58% | 5 |
|
|
2019
Q3 | $11.8M | Buy |
333,884
+36,898
| +12% | +$1.3M | 5.46% | 5 |
|
|
2019
Q2 | $10.4M | Buy |
296,986
+45,568
| +18% | +$1.59M | 4.97% | 5 |
|
|
2019
Q1 | $8.59M | Buy |
251,418
+29,100
| +13% | +$994K | 4.33% | 5 |
|
|
2018
Q4 | $7.35M | Buy |
222,318
+192,417
| +644% | +$6.36M | 3.9% | 5 |
|
|
2018
Q3 | $996K | Buy |
+29,901
| New | +$996K | 0.56% | 19 |
|