IWM
IHT Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
57,784
-20,468
| -26% | -$618K | 0.05% | 343 |
|
|
2025
Q1 | $2.36M | Sell |
78,252
-38,405
| -33% | -$1.16M | 0.07% | 254 |
|
|
2024
Q4 | $3.48M | Sell |
116,657
-2,765
| -2% | -$82.6K | 0.11% | 179 |
|
|
2024
Q3 | $3.62M | Sell |
119,422
-4,026
| -3% | -$122K | 0.1% | 205 |
|
|
2024
Q2 | $3.67M | Buy |
123,448
+937
| +0.8% | +$27.8K | 0.14% | 154 |
|
|
2024
Q1 | $3.65M | Sell |
122,511
-50,819
| -29% | -$1.51M | 0.15% | 137 |
|
|
2023
Q4 | $5.16M | Sell |
173,330
-19,717
| -10% | -$587K | 0.23% | 93 |
|
|
2023
Q3 | $5.66M | Buy |
193,047
+25,923
| +16% | +$760K | 0.29% | 75 |
|
|
2023
Q2 | $4.92M | Buy |
167,124
+575
| +0.3% | +$16.9K | 0.26% | 84 |
|
|
2023
Q1 | $4.93M | Sell |
166,549
-188,936
| -53% | -$5.6M | 0.28% | 77 |
|
|
2022
Q4 | $10.4M | Buy |
355,485
+264,007
| +289% | +$7.76M | 0.66% | 22 |
|
|
2022
Q3 | $2.67M | Buy |
91,478
+483
| +0.5% | +$14.1K | 0.2% | 106 |
|
|
2022
Q2 | $2.71M | Buy |
90,995
+186
| +0.2% | +$5.53K | 0.24% | 95 |
|
|
2022
Q1 | $2.74M | Sell |
90,809
-11,669
| -11% | -$352K | 0.21% | 104 |
|
|
2021
Q4 | $3.17M | Buy |
102,478
+373
| +0.4% | +$11.6K | 0.23% | 93 |
|
|
2021
Q3 | $3.19M | Buy |
102,105
+28,014
| +38% | +$875K | 0.26% | 85 |
|
|
2021
Q2 | $2.32M | Buy |
74,091
+52,721
| +247% | +$1.65M | 0.15% | 142 |
|
|
2021
Q1 | $669K | Buy |
21,370
+1,374
| +7% | +$43K | 0.05% | 374 |
|
|
2020
Q4 | $628K | Buy |
19,996
+490
| +3% | +$15.4K | 0.05% | 341 |
|
|
2020
Q3 | $612K | Buy |
+19,506
| New | +$612K | 0.06% | 298 |
|
|
2020
Q2 | – | Sell |
-9,131
| Closed | -$276K | – | 636 |
|
|
2020
Q1 | $276K | Buy |
+9,131
| New | +$276K | 0.04% | 411 |
|
|
2018
Q2 | – | Sell |
-3,375
| Closed | -$102K | – | 1218 |
|
|
2018
Q1 | $102K | Buy |
+3,375
| New | +$102K | 0.03% | 473 |
|