Number of Shares
1.27 Mil
Current Holdings Value*
$42.25 Mil
% of Portfolio
3.91%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
5.14%

TCV Trust & Wealth Management, Inc.'s SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, TCV Trust & Wealth Management, Inc. held 1.27 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $42.25 Mil. This investment constitutes 3.91% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0.44% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2022Q4. And since then TCV Trust & Wealth Management, Inc. has made 11 purchases of SPIB, at an average price of $31.78, for a total of 1.27 Mil shares. Based on historical transaction data and SPIB's current price of $33.41, TCV Trust & Wealth Management, Inc.'s estimated gain on his SPIB holdings is $2.07 Mil, reflecting a 5.14% gain to date.

TCV Trust & Wealth Management, Inc. SPIB ($33.41) Holding Chart

TCV Trust & Wealth Management, Inc. 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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