IAG Wealth Partners’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 | $5.84M | Buy |
228,120
+14,652
| +7% | +$375K | 0.77% | 30 |
|
|
2025
Q1 | $5.45M | Buy |
213,468
+10,329
| +5% | +$264K | 0.85% | 27 |
|
|
2024
Q4 | $5.08M | Buy |
203,139
+46,991
| +30% | +$1.17M | 0.9% | 27 |
|
|
2024
Q3 | $4.08M | Buy |
156,148
+13,335
| +9% | +$349K | 0.75% | 32 |
|
|
2024
Q2 | $3.58M | Buy |
142,813
+22,816
| +19% | +$572K | 0.72% | 32 |
|
|
2024
Q1 | $3.03M | Buy |
119,997
+5,371
| +5% | +$136K | 0.65% | 32 |
|
|
2023
Q4 | $2.94M | Buy |
114,626
+22,502
| +24% | +$577K | 0.67% | 31 |
|
|
2023
Q3 | $2.24M | Buy |
92,124
+1,017
| +1% | +$24.8K | 0.63% | 29 |
|
|
2023
Q2 | $2.31M | Buy |
91,107
+16,023
| +21% | +$407K | 0.61% | 29 |
|
|
2023
Q1 | $1.94M | Buy |
75,084
+10,500
| +16% | +$271K | 0.54% | 33 |
|
|
2022
Q4 | $1.62M | Buy |
64,584
+3,171
| +5% | +$79.7K | 0.48% | 34 |
|
|
2022
Q3 | $1.53M | Buy |
61,413
+10,571
| +21% | +$264K | 0.51% | 35 |
|
|
2022
Q2 | $1.34M | Sell |
50,842
-1,529
| -3% | -$40.3K | 0.44% | 34 |
|
|
2022
Q1 | $1.46M | Sell |
52,371
-1,620
| -3% | -$45K | 0.46% | 32 |
|
|
2021
Q4 | $1.6M | Buy |
53,991
+2,403
| +5% | +$71.2K | 0.51% | 31 |
|
|
2021
Q3 | $1.54M | Buy |
+51,588
| New | +$1.54M | 0.55% | 28 |
|