Caldwell Trust’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Caldwell Trust’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Hold	9,303
2025 Q1	$270K	Hold	9,303
2024 Q4	$266K	Buy	+9,303