Investments & Financial Planning LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
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2025
Q1 | $450K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $607K | Buy |
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