IWM
IHT Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
106,160
+8,536
| +9% | +$249K | 0.09% | 231 |
|
|
2025
Q1 | $2.83M | Buy |
+97,624
| New | +$2.83M | 0.09% | 214 |
|
|
2023
Q4 | – | Sell |
-773,168
| Closed | -$21.3M | – | 1025 |
|
|
2023
Q3 | $21.3M | Sell |
773,168
-66,562
| -8% | -$1.84M | 1.08% | 15 |
|
|
2023
Q2 | $24.2M | Sell |
839,730
-110,305
| -12% | -$3.19M | 1.26% | 13 |
|
|
2023
Q1 | $27.8M | Buy |
950,035
+625,195
| +192% | +$18.3M | 1.59% | 7 |
|
|
2022
Q4 | $9.22M | Buy |
+324,840
| New | +$9.22M | 0.58% | 33 |
|
|
2022
Q1 | – | Sell |
-5,809
| Closed | -$202K | – | 840 |
|
|
2021
Q4 | $202K | Buy |
+5,809
| New | +$202K | 0.01% | 748 |
|
|
2020
Q2 | – | Sell |
-26,051
| Closed | -$851K | – | 634 |
|
|
2020
Q1 | $851K | Buy |
+26,051
| New | +$851K | 0.12% | 188 |
|