Glass Jacobson Investment Advisors’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,594
| Closed | -$258K | – | 814 |
|
2025
Q1 | $258K | Hold |
11,594
| – | – | 0.08% | 206 |
|
2024
Q4 | $258K | Buy |
11,594
+8,358
| +258% | +$186K | 0.08% | 206 |
|
2024
Q3 | $78.2K | Buy |
3,236
+3,200
| +8,889% | +$77.3K | 0.03% | 305 |
|
2024
Q2 | $812 | Hold |
36
| – | – | ﹤0.01% | 712 |
|
2024
Q1 | $837 | Buy |
+36
| New | +$837 | ﹤0.01% | 708 |
|