Carson Wealth (CWM LLC)’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.75M | Sell |
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|
2025
Q2 | $8.62M | Buy |
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|
2025
Q1 | $7.87M | Sell |
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|
2024
Q4 | $8.03M | Buy |
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|
2024
Q3 | $7.01M | Sell |
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|
2024
Q2 | $6.76M | Buy |
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|
2024
Q1 | $6.85M | Buy |
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|
2023
Q4 | $6.77M | Buy |
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|
2023
Q3 | $3.89M | Buy |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $65K | Buy |
|