IWM
IHT Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Sell |
1,035,906
-85,619
| -8% | -$2.19M | 0.73% | 23 |
|
|
2025
Q1 | $28.6M | Sell |
1,121,525
-90,360
| -7% | -$2.31M | 0.89% | 19 |
|
|
2024
Q4 | $30.3M | Buy |
1,211,885
+131,056
| +12% | +$3.28M | 0.98% | 16 |
|
|
2024
Q3 | $28.3M | Buy |
1,080,829
+272,442
| +34% | +$7.12M | 0.8% | 20 |
|
|
2024
Q2 | $20.3M | Buy |
808,387
+39,775
| +5% | +$998K | 0.76% | 20 |
|
|
2024
Q1 | $19.4M | Buy |
768,612
+93,067
| +14% | +$2.35M | 0.78% | 20 |
|
|
2023
Q4 | $17.3M | Sell |
675,545
-12,947
| -2% | -$332K | 0.77% | 19 |
|
|
2023
Q3 | $16.8M | Buy |
688,492
+56,010
| +9% | +$1.36M | 0.85% | 19 |
|
|
2023
Q2 | $16M | Buy |
632,482
+46,433
| +8% | +$1.18M | 0.84% | 21 |
|
|
2023
Q1 | $15.1M | Sell |
586,049
-415,635
| -41% | -$10.7M | 0.86% | 21 |
|
|
2022
Q4 | $25.2M | Buy |
1,001,684
+69,759
| +7% | +$1.75M | 1.58% | 6 |
|
|
2022
Q3 | $23.3M | Sell |
931,925
-5,333
| -0.6% | -$133K | 1.77% | 4 |
|
|
2022
Q2 | $24.7M | Buy |
937,258
+45,431
| +5% | +$1.2M | 2.18% | 4 |
|
|
2022
Q1 | $24.8M | Buy |
891,827
+875,812
| +5,469% | +$24.3M | 1.88% | 5 |
|
|
2021
Q4 | $474K | Sell |
16,015
-31,608
| -66% | -$936K | 0.03% | 458 |
|
|
2021
Q3 | $1.42M | Sell |
47,623
-27,132
| -36% | -$810K | 0.12% | 175 |
|
|
2021
Q2 | $2.24M | Sell |
74,755
-63,191
| -46% | -$1.9M | 0.14% | 149 |
|
|
2021
Q1 | $4.09M | Buy |
137,946
+38,368
| +39% | +$1.14M | 0.29% | 72 |
|
|
2020
Q4 | $3.07M | Buy |
99,578
+62,964
| +172% | +$1.94M | 0.25% | 88 |
|
|
2020
Q3 | $1.13M | Buy |
36,614
+25,239
| +222% | +$778K | 0.11% | 189 |
|
|
2020
Q2 | $351K | Buy |
11,375
+3,017
| +36% | +$93.1K | 0.05% | 367 |
|
|
2020
Q1 | $253K | Buy |
+8,358
| New | +$253K | 0.04% | 437 |
|