WMG Financial Advisors’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
$440K Buy
13,103
+2,036
+18% +$68.4K 0.16% 93
2025
Q1
$368K Buy
11,067
+2,663
+32% +$88.5K 0.16% 90
2024
Q4
$275K Buy
8,404
+349
+4% +$11.4K 0.12% 122
2024
Q3
$272K Buy
+8,055
New +$272K 0.12% 126