Morningstar Income And Growth ETF Asset Allocation Portfolio SPIB Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2024-12-31, ALPS Variable Investment Trust held 74,330.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $2.44 Mil. This investment constitutes 5.12% of their stock portfolio, and ALPS Variable Investment Trust now holds 0.02% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2022Q2. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 5 purchases of SPIB, at an average price of $32.60, for a total of 80,000.00 shares. In addition, there have been 4 sales at an average price of $32.74 for 5,670.00 shares. Based on historical transaction data and SPIB's current price of $33.29, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his SPIB holdings is $51,690.05, reflecting a 1.98% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio SPIB ($33.29) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio SPIB ($33.29) 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
