Forbes Financial Planning, Inc. SPIB Holdings History
Forbes Financial Planning, Inc.'s SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 220,168.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $7.32 Mil. This investment constitutes 5.42% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.08% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2023Q1. And since then Forbes Financial Planning, Inc. has made 7 purchases of SPIB, at an average price of $32.23, for a total of 226,495.00 shares. In addition, there have been 2 sales at an average price of $32.94 for 6,327.00 shares. Based on historical transaction data and SPIB's current price of $33.40, Forbes Financial Planning, Inc.'s estimated gain on his SPIB holdings is $262,306.94, reflecting a 3.59% gain to date.
Forbes Financial Planning, Inc. SPIB ($33.40) Holding Chart
Forbes Financial Planning, Inc. 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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