Heartwood Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $380K | Sell |
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2025
Q2 | $376K | Sell |
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2025
Q1 | $392K | Sell |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $24M | Buy |
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|
2024
Q2 | $22.8M | Buy |
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|
2024
Q1 | $22.5M | Buy |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $20M | Buy |
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|
2023
Q2 | $20.7M | Buy |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $19.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $21.1M | Buy |
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|
2021
Q4 | $20.6M | Sell |
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|
2021
Q3 | $20.9M | Buy |
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|
2021
Q2 | $20.4M | Sell |
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|
2021
Q1 | $26M | Buy |
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|
2020
Q4 | $24.7M | Buy |
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|
2020
Q3 | $23.9M | Sell |
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|
2020
Q2 | $24M | Buy |
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|
2020
Q1 | $22.6M | Buy |
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|
2019
Q4 | $16.4M | Buy |
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