Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$459,392.07
% of Total Estimate Gain
1.80%

CABOT WEALTH MANAGEMENT INC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held - shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling N/A. This investment constitutes 0% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2022Q1. And since then CABOT WEALTH MANAGEMENT INC has made 6 purchases of SPIB, at an average price of $32.45, for a total of 787,127.00 shares. In addition, there have been 7 sales at an average price of $33.03 for 787,127.00 shares. Based on historical transaction data and SPIB's current price of $33.52, CABOT WEALTH MANAGEMENT INC's estimated gain on his SPIB holdings is $459,392.07, reflecting a 1.80% gain to date.

CABOT WEALTH MANAGEMENT INC SPIB ($33.52) Holding Chart

CABOT WEALTH MANAGEMENT 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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