MWM
Modern Wealth Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
8,849
-2,321
| -21% | -$59.4K | 0.01% | 696 |
|
|
2025
Q1 | $285K | Sell |
11,170
-7,880
| -41% | -$201K | 0.01% | 539 |
|
|
2024
Q4 | $476K | Sell |
19,050
-45,511
| -70% | -$1.14M | 0.02% | 373 |
|
|
2024
Q3 | $1.69M | Sell |
64,561
-4,531
| -7% | -$118K | 0.1% | 124 |
|
|
2024
Q2 | $1.73M | Buy |
+69,092
| New | +$1.73M | 0.13% | 95 |
|