Number of Shares
160,620.00
Current Holdings Value*
$5.39 Mil
% of Portfolio
2.45%
Total Estimate Gain
$250,749.19
% of Total Estimate Gain
4.86%

Walker Financial Services, Inc.'s SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 160,620.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $5.39 Mil. This investment constitutes 2.45% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.05% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.

The initial trade took place in 2022Q4. And since then Walker Financial Services, Inc. has made 9 purchases of SPIB, at an average price of $31.80, for a total of 162,306.00 shares. In addition, there have been 1 sales at an average price of $31.78 for 1,686.00 shares. Based on historical transaction data and SPIB's current price of $33.36, Walker Financial Services, Inc.'s estimated gain on his SPIB holdings is $250,749.19, reflecting a 4.86% gain to date.

Walker Financial Services, Inc. SPIB ($33.36) Holding Chart

Walker Financial Services, Inc. SPIB ($33.36) 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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