Number of Shares
223,459.00
Current Holdings Value*
$7.43 Mil
% of Portfolio
2.9%
Total Estimate Gain
$201,649.83
% of Total Estimate Gain
2.34%

VISTA INVESTMENT MANAGEMENT's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-03-31, VISTA INVESTMENT MANAGEMENT held 223,459.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $7.43 Mil. This investment constitutes 2.9% of their stock portfolio, and VISTA INVESTMENT MANAGEMENT now holds 0.08% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2018Q2. And since then VISTA INVESTMENT MANAGEMENT has made 18 purchases of SPIB, at an average price of $32.76, for a total of 262,993.00 shares. In addition, there have been 10 sales at an average price of $34.03 for 39,534.00 shares. Based on historical transaction data and SPIB's current price of $33.44, VISTA INVESTMENT MANAGEMENT's estimated gain on his SPIB holdings is $201,649.83, reflecting a 2.34% gain to date.

VISTA INVESTMENT MANAGEMENT SPIB ($33.44) Holding Chart

VISTA INVESTMENT MANAGEMENT SPIB ($33.44) 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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