ISWM
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Independent Solutions Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Independent Solutions Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,537
Closed -$293K – 222
2023
Q2 		$293K Sell
11,537
-1,410
-11% -$36.1K 0.07% 174
2023
Q1 		$334K Sell
12,947
-2,513
-16% -$64.3K 0.1% 149
2022
Q4 		$389K Sell
15,460
-162
-1% -$4.06K 0.12% 138
2022
Q3 		$390K Buy
15,622
+2,644
+20% +$69.3K 0.13% 135
2022
Q2 		$342K Sell
12,978
-110
-0.8% -$2.93K 0.11% 147
2022
Q1 		$364K Sell
13,088
-132
-1% -$3.77K 0.09% 159
2021
Q4 		$392K Buy
13,220
+560
+4% +$16.7K 0.09% 156
2021
Q3 		$378K Buy
12,660
+647
+5% +$19.5K 0.09% 160
2021
Q2 		$361K Buy
12,013
+2,016
+20% +$60.1K 0.09% 160
2021
Q1 		$296K Buy
9,997
+2,174
+28% +$65.6K 0.08% 151
2020
Q4 		$241K Sell
7,823
-144
-2% -$4.42K 0.08% 166
2020
Q3 		$245K Buy
7,967
+212
+3% +$6.56K 0.09% 146
2020
Q2 		$239K Sell
7,755
-7
-0.1% -$214 0.1% 137
2020
Q1 		$235K Buy
7,762
+407
+6% +$12.1K 0.13% 113
2019
Q4 		$216K Buy
+7,355
New +$217K 0.1% 151

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Solutions Wealth Management's SPAB Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 11,537 shares — an estimated $293K sold.

Independent Solutions Wealth Management first reported a position in SPAB in Q4 2019 and held it in 15 quarters. The position peaked at $392K in Q4 2021. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,537 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $293K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 15 quarters.
  • Independent Solutions Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $392K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.