KWB Wealth’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-39,783
| Closed | -$1.14M | – | 162 |
|
|
2025
Q1 | $1.14M | Sell |
39,783
-18,487
| -32% | -$529K | 0.14% | 72 |
|
|
2024
Q4 | $1.75M | Sell |
58,270
-9,142
| -14% | -$275K | 0.22% | 48 |
|
|
2024
Q3 | $1.93M | Sell |
67,412
-3,253
| -5% | -$93.4K | 0.25% | 45 |
|
|
2024
Q2 | $2.06M | Sell |
70,665
-5,431
| -7% | -$158K | 0.28% | 40 |
|
|
2024
Q1 | $2.22M | Buy |
76,096
+43,810
| +136% | +$1.28M | 0.3% | 40 |
|
|
2023
Q4 | $950K | Buy |
+32,286
| New | +$950K | 0.14% | 61 |
|