MISSION WEALTH MANAGEMENT, LP SPIB Holdings History
MISSION WEALTH MANAGEMENT, LP's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 532,836.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $17.71 Mil. This investment constitutes 0.43% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.19% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 24 purchases of SPIB, at an average price of $33.48, for a total of 3.73 Mil shares. In addition, there have been 4 sales at an average price of $32.92 for 3.20 Mil shares. Based on historical transaction data and SPIB's current price of $33.41, MISSION WEALTH MANAGEMENT, LP's estimated gain on his SPIB holdings is $-1.84 Mil, reflecting a -1.47% gain to date.
MISSION WEALTH MANAGEMENT, LP SPIB ($33.41) Holding Chart
MISSION WEALTH MANAGEMENT, LP SPIB ($33.41) 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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