Carson Wealth (CWM LLC)’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Buy |
294,861
+23,830
| +9% | +$696K | 0.03% | 425 |
|
|
2025
Q1 | $7.87M | Sell |
271,031
-9,188
| -3% | -$267K | 0.03% | 406 |
|
|
2024
Q4 | $8.03M | Buy |
280,219
+46,708
| +20% | +$1.34M | 0.03% | 369 |
|
|
2024
Q3 | $7.01M | Sell |
233,511
-2,139
| -0.9% | -$64.2K | 0.03% | 374 |
|
|
2024
Q2 | $6.76M | Buy |
235,650
+294
| +0.1% | +$8.44K | 0.03% | 364 |
|
|
2024
Q1 | $6.85M | Buy |
235,356
+5,253
| +2% | +$153K | 0.03% | 359 |
|
|
2023
Q4 | $6.77M | Buy |
230,103
+88,913
| +63% | +$2.61M | 0.04% | 342 |
|
|
2023
Q3 | $3.89M | Buy |
141,190
+52,327
| +59% | +$1.44M | 0.02% | 409 |
|
|
2023
Q2 | $2.57M | Sell |
88,863
-13,009
| -13% | -$376K | 0.02% | 472 |
|
|
2023
Q1 | $2.98M | Buy |
101,872
+20,804
| +26% | +$609K | 0.02% | 417 |
|
|
2022
Q4 | $2.3M | Buy |
+81,068
| New | +$2.3M | 0.02% | 429 |
|
|
2022
Q3 | – | Sell |
-2,185
| Closed | -$65K | – | 4147 |
|
|
2022
Q2 | $65K | Buy |
+2,185
| New | +$65K | ﹤0.01% | 1504 |
|