IWN
Independent Wealth Network’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 | $3.99M | Buy |
155,887
+3,412
| +2% | +$87.3K | 1.45% | 13 |
|
|
2025
Q1 | $3.89M | Sell |
152,475
-89
| -0.1% | -$2.27K | 1.55% | 12 |
|
|
2024
Q4 | $3.81M | Buy |
152,564
+5,605
| +4% | +$140K | 1.55% | 12 |
|
|
2024
Q3 | $3.84M | Sell |
146,959
-473
| -0.3% | -$12.4K | 1.7% | 11 |
|
|
2024
Q2 | $3.7M | Sell |
147,432
-7,460
| -5% | -$187K | 1.72% | 10 |
|
|
2024
Q1 | $3.92M | Buy |
154,892
+2,799
| +2% | +$70.8K | 1.83% | 11 |
|
|
2023
Q4 | $3.9M | Sell |
152,093
-7,324
| -5% | -$188K | 2.05% | 9 |
|
|
2023
Q3 | $3.88M | Buy |
159,417
+7,075
| +5% | +$172K | 2.39% | 7 |
|
|
2023
Q2 | $3.86M | Sell |
152,342
-5,459
| -3% | -$138K | 2.32% | 6 |
|
|
2023
Q1 | $4.07M | Buy |
157,801
+5,017
| +3% | +$129K | 2.6% | 6 |
|
|
2022
Q4 | $3.84M | Buy |
152,784
+4,492
| +3% | +$113K | 2.63% | 7 |
|
|
2022
Q3 | $3.7M | Buy |
148,292
+2,348
| +2% | +$58.6K | 2.89% | 6 |
|
|
2022
Q2 | $3.85M | Sell |
145,944
-16,527
| -10% | -$436K | 2.77% | 6 |
|
|
2022
Q1 | $4.52M | Buy |
162,471
+3,624
| +2% | +$101K | 2.87% | 5 |
|
|
2021
Q4 | $4.71M | Buy |
158,847
+5,253
| +3% | +$156K | 2.9% | 4 |
|
|
2021
Q3 | $4.57M | Buy |
+153,594
| New | +$4.57M | 2.99% | 4 |
|