Number of Shares
1.32 Mil
Current Holdings Value*
$44.41 Mil
% of Portfolio
3.88%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
4.68%

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

As of 2025-06-30, TCV Trust & Wealth Management, Inc. held 1.32 Mil shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $44.41 Mil. This investment constitutes 3.88% 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 12 purchases of SPIB, at an average price of $31.83, for a total of 1.32 Mil shares. Based on historical transaction data and SPIB's current price of $33.32, TCV Trust & Wealth Management, Inc.'s estimated gain on his SPIB holdings is $1.97 Mil, reflecting a 4.68% gain to date.

TCV Trust & Wealth Management, Inc. SPIB ($33.32) Holding Chart

TCV Trust & Wealth Management, Inc. SPIB ($33.32) 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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