C1AG
Client 1st Advisory Group’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
10,536
+74
| +0.7% | +$1.89K | 0.1% | 105 |
|
|
2025
Q1 | $267K | Buy |
10,462
+49
| +0.5% | +$1.25K | 0.1% | 104 |
|
|
2024
Q4 | $260K | Hold |
10,413
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $272K | Hold |
10,413
| – | – | 0.11% | 101 |
|
|
2024
Q2 | $261K | Buy |
10,413
+122
| +1% | +$3.06K | 0.11% | 96 |
|
|
2024
Q1 | $260K | Sell |
10,291
-417
| -4% | -$10.5K | 0.12% | 95 |
|
|
2023
Q4 | $275K | Buy |
10,708
+182
| +2% | +$4.67K | 0.13% | 86 |
|
|
2023
Q3 | $256K | Hold |
10,526
| – | – | 0.14% | 86 |
|
|
2023
Q2 | $267K | Sell |
10,526
-195
| -2% | -$4.95K | 0.14% | 85 |
|
|
2023
Q1 | $276K | Hold |
10,721
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $269K | Buy |
+10,721
| New | +$269K | 0.16% | 75 |
|
|
2020
Q2 | – | Sell |
-10,425
| Closed | -$315K | – | 67 |
|
|
2020
Q1 | $315K | Sell |
10,425
-9,876
| -49% | -$298K | 0.33% | 39 |
|
|
2019
Q4 | $596K | Buy |
+20,301
| New | +$596K | 0.59% | 31 |
|