JFS Wealth Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Buy |
2,555
+25
| +1% | +$640 | ﹤0.01% | 431 |
|
|
2025
Q1 | $64.6K | Sell |
2,530
-159
| -6% | -$4.06K | ﹤0.01% | 429 |
|
|
2024
Q4 | $67.2K | Sell |
2,689
-4,806
| -64% | -$120K | ﹤0.01% | 411 |
|
|
2024
Q3 | $196K | Buy |
7,495
+25
| +0.3% | +$654 | 0.01% | 291 |
|
|
2024
Q2 | $187K | Buy |
7,470
+4,864
| +187% | +$122K | 0.01% | 248 |
|
|
2024
Q1 | $65.9K | Buy |
2,606
+16
| +0.6% | +$404 | 0.01% | 384 |
|
|
2023
Q4 | $66.4K | Buy |
2,590
+24
| +0.9% | +$615 | 0.01% | 366 |
|
|
2023
Q3 | $62.5K | Hold |
2,566
| – | – | 0.01% | 344 |
|
|
2023
Q2 | $65.1K | Hold |
2,566
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $66.2K | Hold |
2,566
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $64.5K | Hold |
2,566
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $64K | Hold |
2,566
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $68K | Hold |
2,566
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $71K | Hold |
2,566
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $76K | Buy |
2,566
+151
| +6% | +$4.47K | 0.01% | 354 |
|
|
2021
Q3 | $72K | Buy |
2,415
+182
| +8% | +$5.43K | 0.01% | 369 |
|
|
2021
Q2 | $67K | Buy |
2,233
+14
| +0.6% | +$420 | 0.01% | 248 |
|
|
2021
Q1 | $66K | Buy |
2,219
+256
| +13% | +$7.61K | 0.01% | 225 |
|
|
2020
Q4 | $60K | Buy |
1,963
+27
| +1% | +$825 | 0.01% | 232 |
|
|
2020
Q3 | $60K | Sell |
1,936
-52
| -3% | -$1.61K | 0.01% | 213 |
|
|
2020
Q2 | $61K | Sell |
1,988
-148
| -7% | -$4.54K | 0.02% | 214 |
|
|
2020
Q1 | $65K | Buy |
2,136
+167
| +8% | +$5.08K | 0.02% | 203 |
|
|
2019
Q4 | $58K | Buy |
1,969
+826
| +72% | +$24.3K | 0.01% | 232 |
|
|
2019
Q3 | $34K | Buy |
1,143
+110
| +11% | +$3.27K | 0.01% | 262 |
|
|
2019
Q2 | $30K | Buy |
1,033
+127
| +14% | +$3.69K | 0.01% | 274 |
|
|
2019
Q1 | $26K | Sell |
906
-12,730
| -93% | -$365K | 0.01% | 272 |
|
|
2018
Q4 | $380K | Buy |
13,636
+13,070
| +2,309% | +$364K | 0.1% | 100 |
|
|
2018
Q3 | $16K | Buy |
+566
| New | +$16K | ﹤0.01% | 349 |
|