JBR Co Financial 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 | $1.52M | Buy |
59,328
+27,638
| +87% | +$708K | 0.75% | 36 |
|
|
2025
Q1 | $809K | Buy |
31,690
+173
| +0.5% | +$4.42K | 0.47% | 51 |
|
|
2024
Q4 | $788K | Buy |
31,517
+12,074
| +62% | +$302K | 0.48% | 50 |
|
|
2024
Q3 | $508K | Buy |
19,443
+1,849
| +11% | +$48.3K | 0.33% | 63 |
|
|
2024
Q2 | $441K | Buy |
17,594
+3,091
| +21% | +$77.6K | 0.31% | 66 |
|
|
2024
Q1 | $367K | Buy |
+14,503
| New | +$367K | 0.29% | 67 |
|