Dodds Wealth, LLC SPIB Holdings History

Number of Shares
1.42 Mil
Current Holdings Value*
$47.27 Mil
% of Portfolio
15.41%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
3.24%

Dodds Wealth, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Dodds Wealth, LLC held 1.42 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $47.27 Mil. This investment constitutes 15.41% of their stock portfolio, and Dodds Wealth, LLC now holds 0.5% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 5 purchases of SPIB, at an average price of $32.35, for a total of 1.42 Mil shares. Based on historical transaction data and SPIB's current price of $33.40, Dodds Wealth, LLC's estimated gain on his SPIB holdings is $1.49 Mil, reflecting a 3.24% gain to date.

Dodds Wealth, LLC SPIB ($33.40) Holding Chart

Dodds Wealth, 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 %

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