Number of Shares
213,589.00
Current Holdings Value*
$7.10 Mil
% of Portfolio
4.63%
Total Estimate Gain
$356,009.44
% of Total Estimate Gain
4.31%

Guardian Asset Advisors, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 213,589.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $7.10 Mil. This investment constitutes 4.63% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.07% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 4 purchases of SPIB, at an average price of $32.09, for a total of 257,429.00 shares. In addition, there have been 1 sales at an average price of $33.23 for 43,840.00 shares. Based on historical transaction data and SPIB's current price of $33.52, Guardian Asset Advisors, LLC's estimated gain on his SPIB holdings is $356,009.44, reflecting a 4.31% gain to date.

Guardian Asset Advisors, LLC SPIB ($33.52) Holding Chart

Guardian Asset Advisors, LLC 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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