BWP
Balboa Wealth Partners’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 | $1.14M | Buy |
44,347
+31,894
| +256% | +$816K | 0.23% | 80 |
|
|
2025
Q1 | $318K | Buy |
12,453
+2,092
| +20% | +$53.4K | 0.08% | 187 |
|
|
2024
Q4 | $259K | Sell |
10,361
-17,329
| -63% | -$433K | 0.06% | 236 |
|
|
2024
Q3 | $724K | Buy |
27,690
+17,605
| +175% | +$460K | 0.18% | 107 |
|
|
2024
Q2 | $253K | Sell |
10,085
-72
| -0.7% | -$1.81K | 0.07% | 216 |
|
|
2024
Q1 | $257K | Sell |
10,157
-11,618
| -53% | -$294K | 0.08% | 185 |
|
|
2023
Q4 | $558K | Buy |
21,775
+9,183
| +73% | +$235K | 0.19% | 100 |
|
|
2023
Q3 | $306K | Sell |
12,592
-1,771
| -12% | -$43.1K | 0.12% | 149 |
|
|
2023
Q2 | $364K | Sell |
14,363
-6,556
| -31% | -$166K | 0.13% | 142 |
|
|
2023
Q1 | $540K | Sell |
20,919
-15,263
| -42% | -$394K | 0.2% | 100 |
|
|
2022
Q4 | $909K | Buy |
36,182
+26,801
| +286% | +$674K | 0.41% | 60 |
|
|
2022
Q3 | $234K | Buy |
+9,381
| New | +$234K | 0.1% | 176 |
|