Number of Shares
161,354.00
Current Holdings Value*
$5.42 Mil
% of Portfolio
2.62%
Total Estimate Gain
$69,322.47
% of Total Estimate Gain
1.30%

Burns Matteson Capital Management, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Burns Matteson Capital Management, LLC held 161,354.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $5.42 Mil. This investment constitutes 2.62% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0.05% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2024Q3. And since then Burns Matteson Capital Management, LLC has made 4 purchases of SPIB, at an average price of $33.09, for a total of 161,354.00 shares. Based on historical transaction data and SPIB's current price of $33.52, Burns Matteson Capital Management, LLC's estimated gain on his SPIB holdings is $69,322.47, reflecting a 1.30% gain to date.

Burns Matteson Capital Management, LLC SPIB ($33.52) Holding Chart

Burns Matteson Capital Management, LLC 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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