IHWM
Iron Horse Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
1,766
-59
| -3% | -$1.78K | 0.02% | 130 |
|
|
2025
Q1 | $54.9K | Sell |
1,825
-22
| -1% | -$662 | 0.02% | 118 |
|
|
2024
Q4 | $55.2K | Sell |
1,847
-68
| -4% | -$2.03K | 0.02% | 107 |
|
|
2024
Q3 | $58K | Sell |
1,915
-43
| -2% | -$1.3K | 0.02% | 100 |
|
|
2024
Q2 | $58.2K | Sell |
1,958
-178
| -8% | -$5.29K | 0.02% | 91 |
|
|
2024
Q1 | $63.6K | Sell |
2,136
-1,389
| -39% | -$41.4K | 0.03% | 78 |
|
|
2023
Q4 | $105K | Buy |
3,525
+99
| +3% | +$2.95K | 0.05% | 58 |
|
|
2023
Q3 | $100K | Buy |
3,426
+746
| +28% | +$21.9K | 0.05% | 55 |
|
|
2023
Q2 | $78.9K | Sell |
2,680
-2,599
| -49% | -$76.5K | 0.04% | 62 |
|
|
2023
Q1 | $156K | Sell |
5,279
-1,647
| -24% | -$48.8K | 0.08% | 41 |
|
|
2022
Q4 | $203K | Buy |
6,926
+4,630
| +202% | +$136K | 0.11% | 36 |
|
|
2022
Q3 | $67K | Sell |
2,296
-224,025
| -99% | -$6.54M | 0.1% | 36 |
|
|
2022
Q2 | $6.73M | Buy |
226,321
+10,601
| +5% | +$315K | 3.83% | 15 |
|
|
2022
Q1 | $6.5M | Buy |
215,720
+7,179
| +3% | +$216K | 3.57% | 15 |
|
|
2021
Q4 | $6.46M | Sell |
208,541
-15,133
| -7% | -$469K | 3.63% | 14 |
|
|
2021
Q3 | $6.99M | Buy |
223,674
+30,104
| +16% | +$941K | 4.33% | 11 |
|
|
2021
Q2 | $6.06M | Buy |
193,570
+26,475
| +16% | +$829K | 4% | 12 |
|
|
2021
Q1 | $5.23M | Buy |
167,095
+7,229
| +5% | +$226K | 3.92% | 11 |
|
|
2020
Q4 | $5.02M | Buy |
+159,866
| New | +$5.02M | 4.02% | 10 |
|