Axxcess Wealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
49,915
+3,264
| +7% | +$73.7K | 0.03% | 399 |
|
2025
Q1 | $1.05M | Buy |
+46,651
| New | +$1.05M | 0.03% | 385 |
|
2022
Q2 | – | Sell |
-22,527
| Closed | -$626K | – | 650 |
|
2022
Q1 | $626K | Sell |
22,527
-1,562
| -6% | -$43.4K | 0.05% | 303 |
|
2021
Q4 | $758K | Buy |
+24,089
| New | +$758K | 0.06% | 269 |
|