IWM
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Iams Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Iams Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$632K Buy
+24,698
New +$632K 0.29% 93
2024
Q4 		– Sell
-15,586
Closed -$407K – 173
2024
Q3 		$407K Buy
+15,586
New +$407K 0.2% 106