Narus Financial Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
28,694
+3,753
+15% +$96.1K 0.23% 67
2025
Q1
$637K Buy
24,941
+888
+4% +$22.7K 0.22% 67
2024
Q4
$601K Buy
24,053
+1,695
+8% +$42.4K 0.2% 67
2024
Q3
$584K Buy
22,358
+2,617
+13% +$68.4K 0.21% 69
2024
Q2
$495K Buy
19,741
+944
+5% +$23.7K 0.2% 75
2024
Q1
$475K Buy
18,797
+1,679
+10% +$42.4K 0.2% 77
2023
Q4
$439K Sell
17,118
-395
-2% -$10.1K 0.21% 77
2023
Q3
$426K Buy
17,513
+340
+2% +$8.28K 0.22% 69
2023
Q2
$436K Sell
17,173
-4,339
-20% -$110K 0.23% 69
2023
Q1
$555K Buy
21,512
+2,692
+14% +$69.4K 0.3% 62
2022
Q4
$473K Sell
18,820
-913
-5% -$22.9K 0.27% 66
2022
Q3
$492K Sell
19,733
-381
-2% -$9.51K 0.31% 55
2022
Q2
$530K Sell
20,114
-18,443
-48% -$486K 0.34% 52
2022
Q1
$1.07M Buy
+38,557
New +$1.07M 0.6% 30
2021
Q1
$710K Buy
+23,937
New +$710K 0.42% 37
2019
Q4
$500K Buy
17,006
+454
+3% +$13.3K 0.35% 34
2019
Q3
$491K Buy
16,552
+479
+3% +$14.2K 0.36% 33
2019
Q2
$469K Buy
+16,073
New +$469K 0.36% 33