AWM
Austin Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,019
| Closed | -$685K | – | 144 |
|
|
2025
Q1 | $685K | Sell |
27,019
-3,066
| -10% | -$77.7K | 0.14% | 70 |
|
|
2024
Q4 | $753K | Sell |
30,085
-2,230
| -7% | -$55.8K | 0.16% | 66 |
|
|
2024
Q3 | $840K | Sell |
32,315
-204
| -0.6% | -$5.3K | 0.18% | 62 |
|
|
2024
Q2 | $824K | Sell |
32,519
-119
| -0.4% | -$3.02K | 0.19% | 60 |
|
|
2024
Q1 | $816K | Sell |
32,638
-1,594
| -5% | -$39.8K | 0.2% | 60 |
|
|
2023
Q4 | $858K | Sell |
34,232
-2,060
| -6% | -$51.6K | 0.23% | 53 |
|
|
2023
Q3 | $894K | Buy |
+36,292
| New | +$894K | 0.28% | 48 |
|