Cherry Tree Wealth Management, LLC SPIB Holdings History
Cherry Tree Wealth Management, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 686,938.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $22.83 Mil. This investment constitutes 5.51% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.24% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 3 purchases of SPIB, at an average price of $32.00, for a total of 752,906.00 shares. In addition, there have been 4 sales at an average price of $32.28 for 65,968.00 shares. Based on historical transaction data and SPIB's current price of $33.40, Cherry Tree Wealth Management, LLC's estimated gain on his SPIB holdings is $981,893.82, reflecting a 4.08% gain to date.
Cherry Tree Wealth Management, LLC SPIB ($33.40) Holding Chart
Cherry Tree Wealth Management, LLC SPIB ($33.40) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
