JCFM
JBR Co Financial Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,989
| Closed | -$300K | – | 121 |
|
|
2025
Q1 | $300K | Sell |
10,989
-5,075
| -32% | -$138K | 0.18% | 88 |
|
|
2024
Q4 | $421K | Sell |
16,064
-29,060
| -64% | -$761K | 0.26% | 72 |
|
|
2024
Q3 | $1.31M | Buy |
45,124
+3,299
| +8% | +$95.9K | 0.86% | 29 |
|
|
2024
Q2 | $1.14M | Buy |
41,825
+13,564
| +48% | +$369K | 0.8% | 31 |
|
|
2024
Q1 | $790K | Buy |
+28,261
| New | +$790K | 0.63% | 40 |
|