Number of Shares
431,626.00
Current Holdings Value*
$14.35 Mil
% of Portfolio
3.16%
Total Estimate Gain
$283,109.37
% of Total Estimate Gain
1.99%

Pinion Investment Advisors, LLC's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Pinion Investment Advisors, LLC held 431,626.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $14.35 Mil. This investment constitutes 3.16% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.15% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2023Q3. And since then Pinion Investment Advisors, LLC has made 6 purchases of SPIB, at an average price of $32.75, for a total of 434,572.00 shares. In addition, there have been 1 sales at an average price of $32.62 for 2,946.00 shares. Based on historical transaction data and SPIB's current price of $33.41, Pinion Investment Advisors, LLC's estimated gain on his SPIB holdings is $283,109.37, reflecting a 1.99% gain to date.

Pinion Investment Advisors, LLC SPIB ($33.41) Holding Chart

Pinion Investment Advisors, LLC 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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