ERTS Wealth Advisors, LLC SPIB Holdings History
ERTS Wealth Advisors, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 1.35 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $44.97 Mil. This investment constitutes 8.74% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.47% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 16 purchases of SPIB, at an average price of $34.07, for a total of 1.96 Mil shares. In addition, there have been 5 sales at an average price of $36.19 for 611,429.00 shares. Based on historical transaction data and SPIB's current price of $33.51, ERTS Wealth Advisors, LLC's estimated gain on his SPIB holdings is $533,347.09, reflecting a 0.80% gain to date.
ERTS Wealth Advisors, LLC SPIB ($33.51) Holding Chart
ERTS Wealth Advisors, LLC SPIB ($33.51) 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
