OBWG
Onyx Bridge Wealth Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
391,127
+203,285
| +108% | +$5.85M | 1.49% | 16 |
|
|
2025
Q1 | $5.37M | Buy |
187,842
+118,798
| +172% | +$3.4M | 0.77% | 34 |
|
|
2024
Q4 | $1.92M | Buy |
69,044
+3,693
| +6% | +$103K | 0.28% | 70 |
|
|
2024
Q3 | $1.9M | Buy |
65,351
+16,092
| +33% | +$468K | 0.29% | 69 |
|
|
2024
Q2 | $1.38M | Buy |
49,259
+1,095
| +2% | +$30.7K | 0.23% | 82 |
|
|
2024
Q1 | $1.33M | Buy |
48,164
+13,323
| +38% | +$367K | 0.24% | 76 |
|
|
2023
Q4 | $995K | Buy |
34,841
+12,745
| +58% | +$364K | 0.2% | 78 |
|
|
2023
Q3 | $608K | Sell |
22,096
-301,284
| -93% | -$8.29M | 0.14% | 115 |
|
|
2023
Q2 | $9.15M | Buy |
323,380
+271,864
| +528% | +$7.69M | 2.19% | 10 |
|
|
2023
Q1 | $1.49M | Sell |
51,516
-584,296
| -92% | -$16.9M | 0.6% | 34 |
|
|
2022
Q4 | $18.3M | Sell |
635,812
-72,358
| -10% | -$2.08M | 7.42% | 2 |
|
|
2022
Q3 | $19.8M | Sell |
708,170
-84,553
| -11% | -$2.37M | 9.05% | 1 |
|
|
2022
Q2 | $23.6M | Buy |
792,723
+67,348
| +9% | +$2.01M | 10.53% | 1 |
|
|
2022
Q1 | $21.6M | Buy |
725,375
+263,853
| +57% | +$7.84M | 8.18% | 3 |
|
|
2021
Q4 | $14.7M | Buy |
461,522
+441,583
| +2,215% | +$14.1M | 4.96% | 7 |
|
|
2021
Q3 | $640K | Buy |
19,939
+5,864
| +42% | +$188K | 0.24% | 51 |
|
|
2021
Q2 | $459K | Sell |
14,075
-7,759
| -36% | -$253K | 0.2% | 55 |
|
|
2021
Q1 | $700K | Sell |
21,834
-6,275
| -22% | -$201K | 0.35% | 34 |
|
|
2020
Q4 | $929K | Buy |
+28,109
| New | +$929K | 0.61% | 20 |
|