MWM
MGB 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 | $86K | Hold |
2,850
| – | – | 0.03% | 247 |
|
|
2025
Q1 | $85.8K | Hold |
2,850
| – | – | 0.03% | 235 |
|
|
2024
Q4 | $85.1K | Hold |
2,850
| – | – | 0.03% | 228 |
|
|
2024
Q3 | $86.3K | Hold |
2,850
| – | – | 0.03% | 219 |
|
|
2024
Q2 | $85K | Hold |
2,850
| – | – | 0.03% | 222 |
|
|
2024
Q1 | $84.8K | Sell |
2,850
-1,300
| -31% | -$38.7K | 0.03% | 212 |
|
|
2023
Q4 | $124K | Buy |
+4,150
| New | +$124K | 0.06% | 194 |
|