TCV Trust & Wealth Management, Inc. SPIB Holdings History
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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