IAG Wealth Partners’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
10,811
+122
| +1% | +$3.68K | 0.04% | 96 |
|
|
2025
Q1 | $322K | Buy |
10,689
+2,189
| +26% | +$65.9K | 0.05% | 92 |
|
|
2024
Q4 | $254K | Sell |
8,500
-1,320
| -13% | -$39.4K | 0.04% | 89 |
|
|
2024
Q3 | $297K | Sell |
9,820
-1,248
| -11% | -$37.8K | 0.06% | 85 |
|
|
2024
Q2 | $329K | Sell |
11,068
-43
| -0.4% | -$1.28K | 0.07% | 79 |
|
|
2024
Q1 | $331K | Buy |
11,111
+298
| +3% | +$8.87K | 0.07% | 72 |
|
|
2023
Q4 | $322K | Buy |
10,813
+971
| +10% | +$28.9K | 0.07% | 68 |
|
|
2023
Q3 | $289K | Buy |
9,842
+1,017
| +12% | +$29.8K | 0.08% | 69 |
|
|
2023
Q2 | $260K | Buy |
8,825
+8
| +0.1% | +$236 | 0.07% | 71 |
|
|
2023
Q1 | $261K | Buy |
8,817
+1,595
| +22% | +$47.3K | 0.07% | 63 |
|
|
2022
Q4 | $212K | Buy |
7,222
+994
| +16% | +$29.2K | 0.06% | 68 |
|
|
2022
Q3 | $182K | Sell |
6,228
-718
| -10% | -$21K | 0.06% | 61 |
|
|
2022
Q2 | $207K | Sell |
6,946
-7
| -0.1% | -$209 | 0.07% | 64 |
|
|
2022
Q1 | $209K | Buy |
6,953
+3,329
| +92% | +$100K | 0.07% | 64 |
|
|
2021
Q4 | $112K | Buy |
+3,624
| New | +$112K | 0.04% | 82 |
|
|
2021
Q2 | – | Sell |
-2,087
| Closed | -$66K | – | 395 |
|
|
2021
Q1 | $66K | Sell |
2,087
-3,962
| -65% | -$125K | 0.03% | 97 |
|
|
2020
Q4 | $190K | Sell |
6,049
-740
| -11% | -$23.2K | 0.08% | 56 |
|
|
2020
Q3 | $213K | Buy |
6,789
+327
| +5% | +$10.3K | 0.1% | 48 |
|
|
2020
Q2 | $203K | Sell |
6,462
-22,001
| -77% | -$691K | 0.1% | 47 |
|
|
2020
Q1 | $862K | Sell |
28,463
-4,879
| -15% | -$148K | 0.58% | 26 |
|
|
2019
Q4 | $1.03M | Buy |
+33,342
| New | +$1.03M | 0.67% | 26 |
|