FSB Premier Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
211,332
-2,369
| -1% | -$60.6K | 1.93% | 5 |
|
|
2025
Q1 | $5.46M | Buy |
213,701
+293
| +0.1% | +$7.48K | 2.13% | 6 |
|
|
2024
Q4 | $5.33M | Buy |
213,408
+4,758
| +2% | +$119K | 2.14% | 6 |
|
|
2024
Q3 | $5.45M | Buy |
208,650
+12,468
| +6% | +$326K | 2.24% | 6 |
|
|
2024
Q2 | $4.92M | Buy |
196,182
+1,737
| +0.9% | +$43.6K | 2.22% | 7 |
|
|
2024
Q1 | $4.92M | Buy |
194,445
+13,984
| +8% | +$354K | 2.29% | 8 |
|
|
2023
Q4 | $4.63M | Sell |
180,461
-4,067
| -2% | -$104K | 2.32% | 8 |
|
|
2023
Q3 | $4.49M | Buy |
184,528
+753
| +0.4% | +$18.3K | 2.5% | 8 |
|
|
2023
Q2 | $4.66M | Sell |
183,775
-449
| -0.2% | -$11.4K | 2.53% | 7 |
|
|
2023
Q1 | $4.75M | Buy |
184,224
+17,931
| +11% | +$462K | 2.64% | 7 |
|
|
2022
Q4 | $4.18M | Sell |
166,293
-5,512
| -3% | -$139K | 2.29% | 8 |
|
|
2022
Q3 | $4.29M | Sell |
171,805
-2,552
| -1% | -$63.7K | 2.51% | 8 |
|
|
2022
Q2 | $4.59M | Sell |
174,357
-6,130
| -3% | -$162K | 2.55% | 9 |
|
|
2022
Q1 | $4.84M | Sell |
180,487
-8,395
| -4% | -$225K | 2.43% | 9 |
|
|
2021
Q4 | $5.59M | Buy |
188,882
+4,325
| +2% | +$128K | 2.33% | 10 |
|
|
2021
Q3 | $5.51M | Buy |
184,557
+11,708
| +7% | +$349K | 2.76% | 10 |
|
|
2021
Q2 | $5.19M | Sell |
172,849
-5,024
| -3% | -$151K | 2.65% | 11 |
|
|
2021
Q1 | $5.27M | Sell |
177,873
-17,266
| -9% | -$512K | 2.84% | 9 |
|
|
2020
Q4 | $6.01M | Buy |
+195,139
| New | +$6.01M | 3.22% | 9 |
|