BBWP
Beacon Bridge Wealth Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.76M | Buy |
103,897
+16,522
| +19% | +$439K | 1.1% | 28 |
|
2025
Q1 | $2.38M | Buy |
87,375
+9,636
| +12% | +$263K | 1.02% | 32 |
|
2024
Q4 | $2.04M | Buy |
77,739
+11,553
| +17% | +$303K | 0.86% | 34 |
|
2024
Q3 | $1.92M | Buy |
66,186
+14,867
| +29% | +$432K | 0.83% | 33 |
|
2024
Q2 | $1.4M | Buy |
51,319
+17,154
| +50% | +$467K | 0.64% | 39 |
|
2024
Q1 | $955K | Buy |
+34,165
| New | +$955K | 0.45% | 47 |
|