Investments & Financial Planning LLC’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
17,385
-243
| -1% | -$6.22K | 0.26% | 24 |
|
|
2025
Q1 | $450K | Sell |
17,628
-394
| -2% | -$10.1K | 0.29% | 22 |
|
|
2024
Q4 | $450K | Sell |
18,022
-627
| -3% | -$15.7K | 0.28% | 23 |
|
|
2024
Q3 | $487K | Buy |
18,649
+833
| +5% | +$21.8K | 0.31% | 22 |
|
|
2024
Q2 | $447K | Sell |
17,816
-1,119
| -6% | -$28.1K | 0.3% | 24 |
|
|
2024
Q1 | $479K | Sell |
18,935
-528
| -3% | -$13.3K | 0.33% | 24 |
|
|
2023
Q4 | $499K | Buy |
19,463
+5,655
| +41% | +$145K | 0.37% | 24 |
|
|
2023
Q3 | $336K | Sell |
13,808
-1,263
| -8% | -$30.7K | 0.3% | 29 |
|
|
2023
Q2 | $382K | Sell |
15,071
-487
| -3% | -$12.4K | 0.33% | 29 |
|
|
2023
Q1 | $401K | Sell |
15,558
-1,365
| -8% | -$35.2K | 0.37% | 29 |
|
|
2022
Q4 | $425K | Buy |
+16,923
| New | +$425K | 0.42% | 27 |
|
|
2022
Q2 | $493K | Sell |
18,713
-2,642
| -12% | -$69.6K | 0.51% | 22 |
|
|
2022
Q1 | $593K | Sell |
21,355
-49
| -0.2% | -$1.36K | 0.52% | 20 |
|
|
2021
Q4 | $607K | Buy |
+21,404
| New | +$607K | 0.54% | 20 |
|