Iron Horse Wealth Management’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 | $92.5K | Sell |
3,613
-36
| -1% | -$922 | 0.03% | 94 |
|
|
2025
Q1 | $93.2K | Buy |
3,649
+714
| +24% | +$18.2K | 0.03% | 82 |
|
|
2024
Q4 | $73.3K | Buy |
2,935
+15
| +0.5% | +$375 | 0.02% | 89 |
|
|
2024
Q3 | $76.3K | Buy |
2,920
+6
| +0.2% | +$157 | 0.03% | 86 |
|
|
2024
Q2 | $73.1K | Buy |
2,914
+9
| +0.3% | +$226 | 0.03% | 79 |
|
|
2024
Q1 | $73.4K | Buy |
2,905
+79
| +3% | +$2K | 0.03% | 72 |
|
|
2023
Q4 | $72.5K | Sell |
2,826
-48
| -2% | -$1.23K | 0.03% | 69 |
|
|
2023
Q3 | $70K | Sell |
2,874
-292
| -9% | -$7.11K | 0.03% | 67 |
|
|
2023
Q2 | $80.3K | Sell |
3,166
-1,760
| -36% | -$44.7K | 0.04% | 60 |
|
|
2023
Q1 | $127K | Buy |
4,926
+35
| +0.7% | +$903 | 0.06% | 47 |
|
|
2022
Q4 | $123K | Buy |
4,891
+3,574
| +271% | +$89.9K | 0.07% | 49 |
|
|
2022
Q3 | $33K | Sell |
1,317
-3,042
| -70% | -$76.2K | 0.05% | 50 |
|
|
2022
Q2 | $115K | Sell |
4,359
-665
| -13% | -$17.5K | 0.07% | 48 |
|
|
2022
Q1 | $140K | Sell |
5,024
-67
| -1% | -$1.87K | 0.08% | 44 |
|
|
2021
Q4 | $151K | Sell |
5,091
-18
| -0.4% | -$534 | 0.08% | 44 |
|
|
2021
Q3 | $153K | Sell |
5,109
-977
| -16% | -$29.3K | 0.09% | 43 |
|
|
2021
Q2 | $183K | Buy |
6,086
+519
| +9% | +$15.6K | 0.12% | 43 |
|
|
2021
Q1 | $165K | Sell |
5,567
-224
| -4% | -$6.64K | 0.12% | 44 |
|
|
2020
Q4 | $178K | Buy |
+5,791
| New | +$178K | 0.14% | 36 |
|