BSWM
Boston Standard Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
86,194
+12,987
| +18% | +$392K | 0.47% | 19 |
|
|
2025
Q1 | $2.17M | Sell |
73,207
-6,612
| -8% | -$196K | 0.48% | 18 |
|
|
2024
Q4 | $2.38M | Buy |
79,819
+3,751
| +5% | +$112K | 0.46% | 19 |
|
|
2024
Q3 | $2.3M | Buy |
76,068
+2,861
| +4% | +$86.6K | 0.45% | 19 |
|
|
2024
Q2 | $2.17M | Buy |
73,207
+2,360
| +3% | +$70.1K | 0.48% | 18 |
|
|
2024
Q1 | $2.11M | Buy |
70,847
+5,682
| +9% | +$169K | 0.48% | 17 |
|
|
2023
Q4 | $1.91M | Hold |
65,165
| – | – | 0.5% | 20 |
|
|
2023
Q3 | $1.91M | Buy |
65,165
+28
| +0% | +$821 | 0.5% | 20 |
|
|
2023
Q2 | $1.92M | Buy |
65,137
+8,596
| +15% | +$253K | 0.49% | 20 |
|
|
2023
Q1 | $1.68M | Sell |
56,541
-4,778
| -8% | -$142K | 0.48% | 19 |
|
|
2022
Q4 | $1.8M | Buy |
61,319
+4,257
| +7% | +$125K | 0.53% | 20 |
|
|
2022
Q3 | $1.67M | Sell |
57,062
-1,483
| -3% | -$43.3K | 0.56% | 21 |
|
|
2022
Q2 | $1.75M | Sell |
58,545
-1,295
| -2% | -$38.6K | 0.56% | 20 |
|
|
2022
Q1 | $1.8M | Sell |
59,840
-161
| -0.3% | -$4.85K | 0.52% | 20 |
|
|
2021
Q4 | $1.86M | Buy |
60,001
+2,598
| +5% | +$80.5K | 0.52% | 20 |
|
|
2021
Q3 | $1.79M | Buy |
57,403
+1,210
| +2% | +$37.8K | 0.54% | 19 |
|
|
2021
Q2 | $1.76M | Buy |
56,193
+2,680
| +5% | +$83.9K | 0.53% | 19 |
|
|
2021
Q1 | $1.68M | Buy |
53,513
+11,765
| +28% | +$368K | 0.55% | 19 |
|
|
2020
Q4 | $1.31M | Buy |
41,748
+4,794
| +13% | +$151K | 0.49% | 20 |
|
|
2020
Q3 | $1.16M | Buy |
36,954
+1,255
| +4% | +$39.4K | 0.49% | 19 |
|
|
2020
Q2 | $1.12M | Sell |
35,699
-632
| -2% | -$19.8K | 0.51% | 19 |
|
|
2020
Q1 | $1.1M | Buy |
36,331
+2,297
| +7% | +$69.3K | 0.6% | 18 |
|
|
2019
Q4 | $1.05M | Buy |
34,034
+788
| +2% | +$24.3K | 0.47% | 19 |
|
|
2019
Q3 | $1.03M | Buy |
33,246
+912
| +3% | +$28.1K | 0.49% | 18 |
|
|
2019
Q2 | $993K | Buy |
32,334
+1,537
| +5% | +$47.2K | 0.49% | 19 |
|
|
2019
Q1 | $938K | Buy |
30,797
+38
| +0.1% | +$1.16K | 0.49% | 20 |
|
|
2018
Q4 | $927K | Sell |
30,759
-55,109
| -64% | -$1.66M | 0.55% | 19 |
|
|
2018
Q3 | $2.59M | Buy |
+85,868
| New | +$2.59M | 1.41% | 13 |
|
|
2018
Q1 | $2.38M | Buy |
78,790
+12,878
| +20% | +$389K | 1.49% | 13 |
|
|
2017
Q4 | $2.01M | Buy |
+65,912
| New | +$2.01M | 1.28% | 17 |
|