Number of Shares
128,238.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
3.31%
Total Estimate Gain
$-352,741.29
% of Total Estimate Gain
-6.11%

1620 INVESTMENT ADVISORS, INC.'s SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 128,238.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $4.26 Mil. This investment constitutes 3.31% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0.05% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2021Q4. And since then 1620 INVESTMENT ADVISORS, INC. has made 6 purchases of SPIB, at an average price of $35.36, for a total of 163,325.00 shares. In addition, there have been 6 sales at an average price of $32.03 for 35,087.00 shares. Based on historical transaction data and SPIB's current price of $33.52, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his SPIB holdings is $-352,741.29, reflecting a -6.11% gain to date.

1620 INVESTMENT ADVISORS, INC. SPIB ($33.52) Holding Chart

1620 INVESTMENT ADVISORS, INC. SPIB ($33.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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